RWP
Revolve Wealth Partners’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 | $48.5M | Sell |
580,816
-11,371
| -2% | -$949K | 6.3% | 2 |
|
2025
Q1 | $44.8M | Buy |
592,187
+40,519
| +7% | +$3.07M | 6.48% | 2 |
|
2024
Q4 | $38.8M | Buy |
551,668
+19,941
| +4% | +$1.4M | 5.6% | 2 |
|
2024
Q3 | $41.5M | Buy |
531,727
+10,224
| +2% | +$798K | 6.32% | 2 |
|
2024
Q2 | $37.9M | Buy |
521,503
+18,663
| +4% | +$1.36M | 6.23% | 2 |
|
2024
Q1 | $37.3M | Buy |
502,840
+157,553
| +46% | +$11.7M | 6.36% | 2 |
|
2023
Q4 | $24.3M | Buy |
345,287
+156,299
| +83% | +$11M | 4.68% | 3 |
|
2023
Q3 | $12.2M | Buy |
188,988
+57,964
| +44% | +$3.73M | 2.8% | 9 |
|
2023
Q2 | $8.84M | Sell |
131,024
-4,598
| -3% | -$310K | 2.07% | 17 |
|
2023
Q1 | $9.07M | Sell |
135,622
-19
| -0% | -$1.27K | 2.31% | 12 |
|
2022
Q4 | $8.36M | Buy |
135,641
+11,637
| +9% | +$717K | 2.39% | 13 |
|
2022
Q3 | $6.53M | Sell |
124,004
-509
| -0.4% | -$26.8K | 2.18% | 14 |
|
2022
Q2 | $7.33M | Buy |
124,513
+7,126
| +6% | +$419K | 2.41% | 14 |
|
2022
Q1 | $8.16M | Buy |
117,387
+4,701
| +4% | +$327K | 2.35% | 12 |
|
2021
Q4 | $8.41M | Buy |
+112,686
| New | +$8.41M | 2.42% | 12 |
|