Rise Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-253
| Closed | -$19.1K | – | 1518 |
|
|
2024
Q4 | $19.1K | Buy |
253
+3
| +1% | +$227 | 0.01% | 689 |
|
|
2024
Q3 | $20.9K | Hold |
250
| – | – | 0.01% | 654 |
|
|
2024
Q2 | $19.6K | Buy |
250
+5
| +2% | +$391 | 0.01% | 652 |
|
|
2024
Q1 | $19.6K | Hold |
245
| – | – | 0.01% | 663 |
|
|
2023
Q4 | $18.5K | Sell |
245
-296
| -55% | -$22.3K | 0.01% | 256 |
|
|
2023
Q3 | $37.3K | Hold |
541
| – | – | 0.03% | 165 |
|
|
2023
Q2 | $39.2K | Sell |
541
-102
| -16% | -$7.39K | 0.03% | 171 |
|
|
2023
Q1 | $46K | Buy |
643
+112
| +21% | +$8.01K | 0.03% | 157 |
|
|
2022
Q4 | $34.9K | Buy |
531
+2
| +0.4% | +$131 | 0.03% | 182 |
|
|
2022
Q3 | $30K | Hold |
529
| – | – | 0.02% | 199 |
|
|
2022
Q2 | $33K | Buy |
529
+12
| +2% | +$749 | 0.03% | 179 |
|
|
2022
Q1 | $38K | Sell |
517
-128
| -20% | -$9.41K | 0.03% | 173 |
|
|
2021
Q4 | $50.8K | Buy |
+645
| New | +$50.8K | 0.05% | 145 |
|