RZH
Relyea Zuckerberg Hanson’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $792K | Buy |
8,864
+15
| +0.2% | +$1.34K | 0.09% | 110 |
|
|
2025
Q1 | $723K | Buy |
8,849
+300
| +4% | +$24.5K | 0.1% | 113 |
|
|
2024
Q4 | $646K | Buy |
8,549
+13
| +0.2% | +$983 | 0.09% | 118 |
|
|
2024
Q3 | $714K | Hold |
8,536
| – | – | 0.11% | 99 |
|
|
2024
Q2 | $669K | Buy |
8,536
+903
| +12% | +$70.7K | 0.11% | 97 |
|
|
2024
Q1 | $610K | Hold |
7,633
| – | – | 0.11% | 104 |
|
|
2023
Q4 | $575K | Hold |
7,633
| – | – | 0.11% | 105 |
|
|
2023
Q3 | $526K | Buy |
7,633
+900
| +13% | +$62K | 0.12% | 102 |
|
|
2023
Q2 | $488K | Sell |
6,733
-430
| -6% | -$31.2K | 0.11% | 111 |
|
|
2023
Q1 | $512K | Hold |
7,163
| – | – | 0.13% | 100 |
|
|
2022
Q4 | $470K | Hold |
7,163
| – | – | 0.13% | 101 |
|
|
2022
Q3 | $401K | Hold |
7,163
| – | – | 0.14% | 96 |
|
|
2022
Q2 | $448K | Buy |
7,163
+53
| +0.7% | +$3.32K | 0.17% | 89 |
|
|
2022
Q1 | $514K | Hold |
7,110
| – | – | 0.17% | 94 |
|
|
2021
Q4 | $543K | Hold |
7,110
| – | – | 0.2% | 86 |
|
|
2021
Q3 | $555K | Hold |
7,110
| – | – | 0.22% | 75 |
|
|
2021
Q2 | $561K | Hold |
7,110
| – | – | 0.23% | 66 |
|
|
2021
Q1 | $561K | Hold |
7,110
| – | – | 0.25% | 63 |
|
|
2020
Q4 | $519K | Hold |
7,110
| – | – | 0.28% | 63 |
|
|
2020
Q3 | $458K | Sell |
7,110
-1,565
| -18% | -$101K | 0.29% | 64 |
|
|
2020
Q2 | $528K | Hold |
8,675
| – | – | 0.42% | 51 |
|
|
2020
Q1 | $464K | Buy |
8,675
+2,775
| +47% | +$148K | 0.51% | 46 |
|
|
2019
Q4 | $410K | Buy |
+5,900
| New | +$410K | 0.39% | 60 |
|