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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