RWM
Ritholtz Wealth Management’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 | $103M | Buy |
1,229,219
+425,616
| +53% | +$35.5M | 2.27% | 11 |
|
|
2025
Q1 | $60.8M | Sell |
803,603
-414,800
| -34% | -$31.4M | 1.82% | 10 |
|
|
2024
Q4 | $85.6M | Buy |
1,218,403
+60,046
| +5% | +$4.22M | 2.51% | 8 |
|
|
2024
Q3 | $90.4M | Buy |
1,158,357
+45,339
| +4% | +$3.54M | 2.72% | 7 |
|
|
2024
Q2 | $80.8M | Buy |
1,113,018
+17,544
| +2% | +$1.27M | 2.67% | 8 |
|
|
2024
Q1 | $81.3M | Buy |
1,095,474
+18,163
| +2% | +$1.35M | 2.8% | 6 |
|
|
2023
Q4 | $75.8M | Buy |
1,077,311
+68,535
| +7% | +$4.82M | 2.94% | 8 |
|
|
2023
Q3 | $64.9M | Buy |
1,008,776
+65,852
| +7% | +$4.24M | 2.91% | 9 |
|
|
2023
Q2 | $63.6M | Buy |
942,924
+53,628
| +6% | +$3.62M | 2.86% | 10 |
|
|
2023
Q1 | $59.4M | Sell |
889,296
-1,499
| -0.2% | -$100K | 2.96% | 10 |
|
|
2022
Q4 | $54.9M | Sell |
890,795
-129,517
| -13% | -$7.98M | 3.07% | 6 |
|
|
2022
Q3 | $53.7M | Buy |
1,020,312
+84,470
| +9% | +$4.45M | 2.85% | 6 |
|
|
2022
Q2 | $55.1M | Buy |
935,842
+35,614
| +4% | +$2.1M | 3.47% | 5 |
|
|
2022
Q1 | $62.6M | Buy |
900,228
+66,968
| +8% | +$4.65M | 4.23% | 7 |
|
|
2021
Q4 | $62.2M | Sell |
833,260
-16,290
| -2% | -$1.22M | 3.87% | 8 |
|
|
2021
Q3 | $63.1M | Sell |
849,550
-141,137
| -14% | -$10.5M | 4.37% | 7 |
|
|
2021
Q2 | $74.2M | Buy |
990,687
+7,353
| +0.7% | +$550K | 5.34% | 4 |
|
|
2021
Q1 | $70.8M | Buy |
983,334
+47,838
| +5% | +$3.45M | 5.9% | 4 |
|
|
2020
Q4 | $64.6M | Buy |
935,496
+70,505
| +8% | +$4.87M | 6.19% | 4 |
|
|
2020
Q3 | $52.1M | Buy |
864,991
+115,319
| +15% | +$6.95M | 5.86% | 6 |
|
|
2020
Q2 | $42.9M | Buy |
749,672
+740,843
| +8,391% | +$42.3M | 5.52% | 6 |
|
|
2020
Q1 | $440K | Sell |
8,829
-11,425
| -56% | -$569K | 0.07% | 81 |
|
|
2019
Q4 | $1.32M | Buy |
20,254
+1,053
| +5% | +$68.7K | 0.19% | 43 |
|
|
2019
Q3 | $1.17M | Buy |
19,201
+240
| +1% | +$14.7K | 0.19% | 41 |
|
|
2019
Q2 | $1.16M | Sell |
18,961
-3,133
| -14% | -$192K | 0.2% | 36 |
|
|
2019
Q1 | $1.34M | Sell |
22,094
-70,985
| -76% | -$4.31M | 0.25% | 37 |
|
|
2018
Q4 | $5.12M | Buy |
93,079
+82,031
| +742% | +$4.51M | 1.16% | 19 |
|
|
2018
Q3 | $708K | Sell |
11,048
-2,928
| -21% | -$188K | 0.18% | 46 |
|
|
2018
Q2 | $886K | Buy |
+13,976
| New | +$886K | 0.24% | 35 |
|