REDW Wealth’s iShares MSCI EAFE ETF EFA Stock Holding History

REDW Wealth’s Portfolio EFA Stock Details EFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$344K	Hold	3,852	–	–	0.14%	73
2025 Q1	$315K	Sell	3,852 -162	-4%	-$13.2K	0.12%	76
2024 Q4	$303K	Buy	4,014 +807	+25%	+$61K	0.11%	79
2024 Q3	$268K	Hold	3,207	–	–	0.07%	138
2024 Q2	$251K	Hold	3,207	–	–	0.07%	138
2024 Q1	$256K	Hold	3,207	–	–	0.07%	136
2023 Q4	$242K	Sell	3,207 -18	-0.6%	-$1.36K	0.07%	135
2023 Q3	$222K	Hold	3,225	–	–	0.07%	128
2023 Q2	$234K	Hold	3,225	–	–	0.07%	130
2023 Q1	$231K	Sell	3,225 -331	-9%	-$23.7K	0.07%	125
2022 Q4	$233K	Buy	+3,556	New	+$233K	0.08%	118
2022 Q3	–	Sell	-3,539	Closed	-$221K	–	113
2022 Q2	$221K	Sell	3,539 -84	-2%	-$5.25K	0.08%	108
2022 Q1	$267K	Sell	3,623 -33	-0.9%	-$2.43K	0.08%	104
2021 Q4	$288K	Hold	3,656	–	–	0.08%	92
2021 Q3	$285K	Sell	3,656 -2	-0.1%	-$156	0.09%	89
2021 Q2	$289K	Hold	3,658	–	–	0.09%	87
2021 Q1	$278K	Sell	3,658 -131	-3%	-$9.96K	0.09%	84
2020 Q4	$276K	Sell	3,789 -132	-3%	-$9.62K	0.1%	74
2020 Q3	$250K	Hold	3,921	–	–	0.11%	77
2020 Q2	$239K	Sell	3,921 -137	-3%	-$8.35K	0.12%	74
2020 Q1	$217K	Sell	4,058 -356	-8%	-$19K	0.14%	67
2019 Q4	$307K	Sell	4,414 -8	-0.2%	-$556	0.17%	58
2019 Q3	$288K	Sell	4,422 -140	-3%	-$9.12K	0.17%	64
2019 Q2	$300K	Sell	4,562 -75	-2%	-$4.93K	0.18%	60
2019 Q1	$301K	Buy	+4,637	New	+$301K	0.18%	55
2018 Q4	–	Sell	-3,633	Closed	-$247K	–	83
2018 Q3	$247K	Sell	3,633 -1,753	-33%	-$119K	0.16%	69
2018 Q2	$361K	Buy	5,386 +901	+20%	+$60.4K	0.26%	46
2018 Q1	$313K	Sell	4,485 -98	-2%	-$6.84K	0.23%	49
2017 Q4	$322K	Sell	4,583 -24	-0.5%	-$1.69K	0.25%	49
2017 Q3	$316K	Sell	4,607 -400	-8%	-$27.4K	0.26%	45
2017 Q2	$326K	Sell	5,007 -402	-7%	-$26.2K	0.32%	42
2017 Q1	$337K	Sell	5,409 -827	-13%	-$51.5K	0.34%	46
2016 Q4	$360K	Buy	+6,236	New	+$360K	0.41%	41