RWP
Revolve Wealth Partners’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.83M | Buy |
52,017
+1,793
| +4% | +$201K | 0.76% | 28 |
|
|
2025
Q1 | $5.02M | Sell |
50,224
-193
| -0.4% | -$19.3K | 0.73% | 28 |
|
|
2024
Q4 | $4.88M | Buy |
50,417
+5,478
| +12% | +$530K | 0.71% | 29 |
|
|
2024
Q3 | $4.84M | Sell |
44,939
-544
| -1% | -$58.6K | 0.74% | 27 |
|
|
2024
Q2 | $4.65M | Sell |
45,483
-991
| -2% | -$101K | 0.76% | 27 |
|
|
2024
Q1 | $4.82M | Sell |
46,474
-9,284
| -17% | -$964K | 0.82% | 25 |
|
|
2023
Q4 | $5.4M | Sell |
55,758
-28,431
| -34% | -$2.75M | 1.04% | 23 |
|
|
2023
Q3 | $7.27M | Sell |
84,189
-12,329
| -13% | -$1.06M | 1.67% | 18 |
|
|
2023
Q2 | $9.21M | Buy |
96,518
+11,104
| +13% | +$1.06M | 2.16% | 15 |
|
|
2023
Q1 | $8M | Buy |
85,414
+15,242
| +22% | +$1.43M | 2.03% | 19 |
|
|
2022
Q4 | $5.88M | Buy |
70,172
+18,052
| +35% | +$1.51M | 1.68% | 17 |
|
|
2022
Q3 | $3.78M | Buy |
52,120
+15,372
| +42% | +$1.12M | 1.26% | 21 |
|
|
2022
Q2 | $2.96M | Sell |
36,748
-5,066
| -12% | -$408K | 0.97% | 24 |
|
|
2022
Q1 | $4.03M | Buy |
41,814
+12,644
| +43% | +$1.22M | 1.16% | 23 |
|
|
2021
Q4 | $3.22M | Buy |
+29,170
| New | +$3.22M | 0.93% | 24 |
|