RDFA
Ritter Daniher Financial Advisory’s iShares MSCI EAFE Value ETF EFV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $571K | Hold |
8,998
| – | – | 0.14% | 50 |
|
|
2025
Q1 | $530K | Buy |
8,998
+2,075
| +30% | +$122K | 0.14% | 48 |
|
|
2024
Q4 | $363K | Hold |
6,923
| – | – | 0.1% | 59 |
|
|
2024
Q3 | $398K | Buy |
6,923
+356
| +5% | +$20.5K | 0.12% | 59 |
|
|
2024
Q2 | $348K | Sell |
6,567
-4,226
| -39% | -$224K | 0.11% | 57 |
|
|
2024
Q1 | $587K | Buy |
10,793
+171
| +2% | +$9.3K | 0.19% | 43 |
|
|
2023
Q4 | $553K | Sell |
10,622
-2,650
| -20% | -$138K | 0.21% | 45 |
|
|
2023
Q3 | $649K | Hold |
13,272
| – | – | 0.27% | 36 |
|
|
2023
Q2 | $650K | Hold |
13,272
| – | – | 0.27% | 36 |
|
|
2023
Q1 | $644K | Hold |
13,272
| – | – | 0.28% | 35 |
|
|
2022
Q4 | $609K | Buy |
13,272
+4,208
| +46% | +$193K | 0.29% | 37 |
|
|
2022
Q3 | $349K | Buy |
9,064
+8,992
| +12,489% | +$346K | 0.25% | 45 |
|
|
2022
Q2 | $3K | Buy |
+72
| New | +$3K | ﹤0.01% | 206 |
|