SW
SkyOak Wealth’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15M | Buy |
179,455
+9,732
| +6% | +$812K | 3.01% | 6 |
|
|
2025
Q1 | $12.8M | Buy |
169,723
+10,938
| +7% | +$827K | 2.81% | 8 |
|
|
2024
Q4 | $11.2M | Buy |
158,785
+9,180
| +6% | +$645K | 2.39% | 8 |
|
|
2024
Q3 | $11.7M | Buy |
149,605
+6,158
| +4% | +$481K | 2.59% | 8 |
|
|
2024
Q2 | $10.4M | Buy |
143,447
+4,742
| +3% | +$344K | 2.43% | 8 |
|
|
2024
Q1 | $10.3M | Buy |
138,705
+5,839
| +4% | +$433K | 2.46% | 8 |
|
|
2023
Q4 | $9.35M | Buy |
132,866
+11,751
| +10% | +$827K | 2.43% | 8 |
|
|
2023
Q3 | $7.79M | Buy |
121,115
+7,923
| +7% | +$510K | 2.28% | 8 |
|
|
2023
Q2 | $7.64M | Buy |
113,192
+8,790
| +8% | +$593K | 2.16% | 8 |
|
|
2023
Q1 | $6.98M | Buy |
104,402
+11,571
| +12% | +$774K | 2.13% | 8 |
|
|
2022
Q4 | $5.72M | Buy |
92,831
+6,396
| +7% | +$394K | 1.92% | 11 |
|
|
2022
Q3 | $4.55M | Buy |
86,435
+16,375
| +23% | +$863K | 1.63% | 12 |
|
|
2022
Q2 | $4.12M | Buy |
70,060
+8,158
| +13% | +$480K | 1.41% | 15 |
|
|
2022
Q1 | $4.3M | Buy |
61,902
+3,055
| +5% | +$212K | 1.2% | 22 |
|
|
2021
Q4 | $4.39M | Buy |
58,847
+7,720
| +15% | +$576K | 1.12% | 29 |
|
|
2021
Q3 | $3.8M | Buy |
51,127
+1,071
| +2% | +$79.5K | 1.02% | 29 |
|
|
2021
Q2 | $3.75M | Buy |
50,056
+7,637
| +18% | +$572K | 1% | 28 |
|
|
2021
Q1 | $3.19M | Buy |
42,419
+6,149
| +17% | +$463K | 0.89% | 31 |
|
|
2020
Q4 | $2.51M | Buy |
36,270
+4,256
| +13% | +$294K | 0.78% | 39 |
|
|
2020
Q3 | $1.93M | Buy |
32,014
+11,525
| +56% | +$695K | 0.69% | 45 |
|
|
2020
Q2 | $1.17M | Buy |
+20,489
| New | +$1.17M | 0.43% | 59 |
|