RDFA
Ritter Daniher Financial Advisory’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Sell |
11,394
-48
| -0.4% | -$4.29K | 0.25% | 37 |
|
|
2025
Q1 | $935K | Buy |
11,442
+250
| +2% | +$20.4K | 0.26% | 33 |
|
|
2024
Q4 | $846K | Sell |
11,192
-61
| -0.5% | -$4.61K | 0.24% | 40 |
|
|
2024
Q3 | $941K | Sell |
11,253
-22
| -0.2% | -$1.84K | 0.27% | 36 |
|
|
2024
Q2 | $883K | Sell |
11,275
-211
| -2% | -$16.5K | 0.28% | 35 |
|
|
2024
Q1 | $917K | Sell |
11,486
-126
| -1% | -$10.1K | 0.3% | 31 |
|
|
2023
Q4 | $875K | Sell |
11,612
-269
| -2% | -$20.3K | 0.32% | 28 |
|
|
2023
Q3 | $819K | Sell |
11,881
-225
| -2% | -$15.5K | 0.35% | 26 |
|
|
2023
Q2 | $878K | Sell |
12,106
-1,025
| -8% | -$74.3K | 0.36% | 24 |
|
|
2023
Q1 | $939K | Sell |
13,131
-4,024
| -23% | -$288K | 0.41% | 21 |
|
|
2022
Q4 | $1.13M | Sell |
17,155
-18,363
| -52% | -$1.21M | 0.54% | 18 |
|
|
2022
Q3 | $1.99M | Buy |
35,518
+4,170
| +13% | +$234K | 1.42% | 11 |
|
|
2022
Q2 | $1.96M | Buy |
31,348
+620
| +2% | +$38.7K | 1.39% | 11 |
|
|
2022
Q1 | $2.26M | Sell |
30,728
-4,067
| -12% | -$299K | 1.56% | 9 |
|
|
2021
Q4 | $2.74M | Sell |
34,795
-1,363
| -4% | -$107K | 1.83% | 9 |
|
|
2021
Q3 | $2.82M | Sell |
36,158
-206
| -0.6% | -$16.1K | 2.06% | 9 |
|
|
2021
Q2 | $2.87M | Sell |
36,364
-1,280
| -3% | -$101K | 2.13% | 9 |
|
|
2021
Q1 | $2.86M | Sell |
37,644
-8,179
| -18% | -$621K | 2.28% | 9 |
|
|
2020
Q4 | $3.34M | Buy |
+45,823
| New | +$3.34M | 2.9% | 9 |
|