RZH
Relyea Zuckerberg Hanson’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 | $6.93M | Buy |
82,985
+469
| +0.6% | +$39.2K | 0.81% | 27 |
|
|
2025
Q1 | $6.24M | Buy |
82,516
+2,045
| +3% | +$155K | 0.84% | 25 |
|
|
2024
Q4 | $5.66M | Buy |
80,471
+759
| +1% | +$53.3K | 0.76% | 27 |
|
|
2024
Q3 | $6.22M | Sell |
79,712
-1,727
| -2% | -$135K | 0.95% | 22 |
|
|
2024
Q2 | $5.92M | Buy |
81,439
+8,916
| +12% | +$648K | 0.99% | 19 |
|
|
2024
Q1 | $5.38M | Buy |
72,523
+5,425
| +8% | +$403K | 0.94% | 20 |
|
|
2023
Q4 | $4.72M | Buy |
67,098
+10,871
| +19% | +$765K | 0.92% | 21 |
|
|
2023
Q3 | $3.62M | Buy |
56,227
+880
| +2% | +$56.6K | 0.83% | 22 |
|
|
2023
Q2 | $3.74M | Buy |
55,347
+6,417
| +13% | +$433K | 0.84% | 21 |
|
|
2023
Q1 | $3.27M | Buy |
48,930
+1,185
| +2% | +$79.2K | 0.8% | 25 |
|
|
2022
Q4 | $2.94M | Buy |
47,745
+11,329
| +31% | +$698K | 0.84% | 22 |
|
|
2022
Q3 | $1.92M | Sell |
36,416
-7,269
| -17% | -$383K | 0.69% | 26 |
|
|
2022
Q2 | $2.57M | Buy |
43,685
+3,471
| +9% | +$204K | 0.96% | 22 |
|
|
2022
Q1 | $2.75M | Buy |
40,214
+1,273
| +3% | +$87K | 0.9% | 20 |
|
|
2021
Q4 | $2.81M | Buy |
38,941
+4,840
| +14% | +$349K | 1.02% | 19 |
|
|
2021
Q3 | $2.53M | Buy |
34,101
+256
| +0.8% | +$19K | 0.98% | 19 |
|
|
2021
Q2 | $2.53M | Buy |
33,845
+1,451
| +4% | +$109K | 1.04% | 21 |
|
|
2021
Q1 | $2.43M | Sell |
32,394
-1,235
| -4% | -$92.8K | 1.07% | 19 |
|
|
2020
Q4 | $2.32M | Sell |
33,629
-352
| -1% | -$24.3K | 1.25% | 18 |
|
|
2020
Q3 | $2.07M | Sell |
33,981
-7,010
| -17% | -$427K | 1.33% | 17 |
|
|
2020
Q2 | $2.34M | Sell |
40,991
-5,294
| -11% | -$303K | 1.87% | 15 |
|
|
2020
Q1 | $2.31M | Buy |
+46,285
| New | +$2.31M | 2.53% | 11 |
|