RDFA
Ritter Daniher Financial Advisory’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 | $31.8M | Sell |
380,470
-6,328
| -2% | -$528K | 7.8% | 3 |
|
|
2025
Q1 | $29.3M | Buy |
386,798
+6,565
| +2% | +$497K | 7.98% | 3 |
|
|
2024
Q4 | $26.7M | Buy |
380,233
+2,127
| +0.6% | +$149K | 7.54% | 4 |
|
|
2024
Q3 | $29.5M | Buy |
378,106
+8,762
| +2% | +$684K | 8.58% | 3 |
|
|
2024
Q2 | $26.8M | Buy |
369,344
+6,372
| +2% | +$463K | 8.55% | 3 |
|
|
2024
Q1 | $26.9M | Buy |
362,972
+10,393
| +3% | +$771K | 8.92% | 4 |
|
|
2023
Q4 | $24.8M | Buy |
352,579
+22,720
| +7% | +$1.6M | 9.2% | 3 |
|
|
2023
Q3 | $21.2M | Buy |
329,859
+8,158
| +3% | +$525K | 8.96% | 3 |
|
|
2023
Q2 | $21.7M | Buy |
321,701
+6,091
| +2% | +$411K | 8.99% | 3 |
|
|
2023
Q1 | $21.1M | Buy |
315,610
+24,959
| +9% | +$1.67M | 9.27% | 3 |
|
|
2022
Q4 | $17.9M | Buy |
290,651
+147,616
| +103% | +$9.1M | 8.53% | 3 |
|
|
2022
Q3 | $7.53M | Buy |
143,035
+2,982
| +2% | +$157K | 5.4% | 7 |
|
|
2022
Q2 | $8.24M | Buy |
140,053
+4,837
| +4% | +$285K | 5.86% | 7 |
|
|
2022
Q1 | $9.4M | Buy |
135,216
+11,726
| +9% | +$815K | 6.48% | 6 |
|
|
2021
Q4 | $9.22M | Buy |
123,490
+4,453
| +4% | +$332K | 6.15% | 6 |
|
|
2021
Q3 | $8.84M | Buy |
119,037
+541
| +0.5% | +$40.2K | 6.47% | 6 |
|
|
2021
Q2 | $8.87M | Buy |
118,496
+4,282
| +4% | +$321K | 6.6% | 6 |
|
|
2021
Q1 | $8.23M | Buy |
114,214
+4,107
| +4% | +$296K | 6.58% | 6 |
|
|
2020
Q4 | $7.61M | Buy |
+110,107
| New | +$7.61M | 6.61% | 6 |
|