Rise Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$174K Sell
2024
Q3
$229K Sell
2024
Q2
$247K Sell
2024
Q1
$286K Sell
2023
Q4
$320K Sell
2023
Q3
$295K Sell
2023
Q2
$933K Sell
2023
Q1
$959K Sell
2022
Q4
$1.04M Sell
2022
Q3
$1.11M Sell
2022
Q2
$1.3M Sell
2022
Q1
$1.55M Sell
2021
Q4
$2M Buy