Rise Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,482
| Closed | -$174K | – | 1531 |
|
|
2024
Q4 | $174K | Sell |
2,482
-454
| -15% | -$31.9K | 0.08% | 94 |
|
|
2024
Q3 | $229K | Sell |
2,936
-466
| -14% | -$36.4K | 0.11% | 82 |
|
|
2024
Q2 | $247K | Sell |
3,402
-452
| -12% | -$32.8K | 0.13% | 79 |
|
|
2024
Q1 | $286K | Sell |
3,854
-693
| -15% | -$51.4K | 0.15% | 67 |
|
|
2023
Q4 | $320K | Sell |
4,547
-35
| -0.8% | -$2.46K | 0.22% | 43 |
|
|
2023
Q3 | $295K | Sell |
4,582
-9,244
| -67% | -$595K | 0.23% | 39 |
|
|
2023
Q2 | $933K | Sell |
13,826
-519
| -4% | -$35K | 0.72% | 16 |
|
|
2023
Q1 | $959K | Sell |
14,345
-2,461
| -15% | -$165K | 0.72% | 16 |
|
|
2022
Q4 | $1.04M | Sell |
16,806
-4,201
| -20% | -$259K | 0.83% | 18 |
|
|
2022
Q3 | $1.11M | Sell |
21,007
-1,097
| -5% | -$57.8K | 0.92% | 18 |
|
|
2022
Q2 | $1.3M | Sell |
22,104
-174
| -0.8% | -$10.2K | 1.31% | 15 |
|
|
2022
Q1 | $1.55M | Sell |
22,278
-4,528
| -17% | -$315K | 1.39% | 16 |
|
|
2021
Q4 | $2M | Buy |
+26,806
| New | +$2M | 1.91% | 14 |
|