RDFA
Ritter Daniher Financial Advisory’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Hold |
10,914
| – | – | 0.3% | 29 |
|
|
2025
Q1 | $1.09M | Buy |
10,914
+1,900
| +21% | +$190K | 0.3% | 29 |
|
|
2024
Q4 | $873K | Sell |
9,014
-41
| -0.5% | -$3.97K | 0.25% | 36 |
|
|
2024
Q3 | $975K | Buy |
9,055
+332
| +4% | +$35.7K | 0.28% | 35 |
|
|
2024
Q2 | $892K | Sell |
8,723
-13
| -0.1% | -$1.33K | 0.28% | 34 |
|
|
2024
Q1 | $907K | Sell |
8,736
-219
| -2% | -$22.7K | 0.3% | 32 |
|
|
2023
Q4 | $867K | Sell |
8,955
-1,181
| -12% | -$114K | 0.32% | 30 |
|
|
2023
Q3 | $875K | Sell |
10,136
-1,285
| -11% | -$111K | 0.37% | 22 |
|
|
2023
Q2 | $1.09M | Buy |
11,421
+1,260
| +12% | +$120K | 0.45% | 18 |
|
|
2023
Q1 | $952K | Sell |
10,161
-2,019
| -17% | -$189K | 0.42% | 20 |
|
|
2022
Q4 | $1.02M | Sell |
12,180
-803
| -6% | -$67.3K | 0.49% | 21 |
|
|
2022
Q3 | $942K | Buy |
12,983
+10,991
| +552% | +$797K | 0.67% | 19 |
|
|
2022
Q2 | $160K | Buy |
1,992
+1,142
| +134% | +$91.7K | 0.11% | 66 |
|
|
2022
Q1 | $82K | Hold |
850
| – | – | 0.06% | 92 |
|
|
2021
Q4 | $94K | Hold |
850
| – | – | 0.06% | 88 |
|
|
2021
Q3 | $90K | Hold |
850
| – | – | 0.07% | 87 |
|
|
2021
Q2 | $91K | Hold |
850
| – | – | 0.07% | 79 |
|
|
2021
Q1 | $85K | Hold |
850
| – | – | 0.07% | 75 |
|
|
2020
Q4 | $86K | Buy |
+850
| New | +$86K | 0.07% | 71 |
|