RDWM
Red Door Wealth Management’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 | $279K | Sell |
3,338
-245
| -7% | -$20.5K | 0.03% | 218 |
|
|
2025
Q1 | $271K | Sell |
3,583
-2,186
| -38% | -$165K | 0.04% | 194 |
|
|
2024
Q4 | $405K | Buy |
5,769
+15
| +0.3% | +$1.05K | 0.06% | 157 |
|
|
2024
Q3 | $449K | Sell |
5,754
-555
| -9% | -$43.3K | 0.07% | 137 |
|
|
2024
Q2 | $458K | Buy |
6,309
+555
| +10% | +$40.3K | 0.08% | 123 |
|
|
2024
Q1 | $427K | Hold |
5,754
| – | – | 0.08% | 129 |
|
|
2023
Q4 | $405K | Hold |
5,754
| – | – | 0.09% | 126 |
|
|
2023
Q3 | $370K | Buy |
5,754
+1,691
| +42% | +$109K | 0.09% | 124 |
|
|
2023
Q2 | $274K | Buy |
+4,063
| New | +$274K | 0.06% | 188 |
|
|
2023
Q1 | – | Sell |
-3,279
| Closed | -$202K | – | 144 |
|
|
2022
Q4 | $202K | Buy |
+3,279
| New | +$202K | 0.07% | 137 |
|
|
2022
Q2 | – | Sell |
-3,044
| Closed | -$211K | – | 138 |
|
|
2022
Q1 | $211K | Buy |
+3,044
| New | +$211K | 0.07% | 132 |
|
|
2021
Q3 | – | Sell |
-453
| Closed | -$33K | – | 368 |
|
|
2021
Q2 | $33K | Buy |
+453
| New | +$33K | 0.01% | 295 |
|
|
2020
Q3 | – | Sell |
-134
| Closed | -$7K | – | 240 |
|
|
2020
Q2 | $7K | Hold |
134
| – | – | 0.01% | 334 |
|
|
2020
Q1 | $6K | Sell |
134
-29,909
| -100% | -$1.34M | 0.01% | 321 |
|
|
2019
Q4 | $1.97M | Buy |
+30,043
| New | +$1.97M | 1.76% | 14 |
|