River Wealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.3M | Sell |
14,512
-683
| -4% | -$61.1K | 0.16% | 100 |
|
|
2025
Q1 | $1.24M | Sell |
15,195
-1,672
| -10% | -$137K | 0.17% | 93 |
|
|
2024
Q4 | $1.28M | Sell |
16,867
-2,857
| -14% | -$216K | 0.17% | 98 |
|
|
2024
Q3 | $1.65M | Sell |
19,724
-3,615
| -15% | -$302K | 0.22% | 95 |
|
|
2024
Q2 | $1.83M | Sell |
23,339
-2,621
| -10% | -$205K | 0.26% | 83 |
|
|
2024
Q1 | $2.07M | Sell |
25,960
-7,671
| -23% | -$613K | 0.3% | 82 |
|
|
2023
Q4 | $2.53M | Sell |
33,631
-650
| -2% | -$49K | 0.4% | 68 |
|
|
2023
Q3 | $2.36M | Sell |
34,281
-1,983
| -5% | -$137K | 0.42% | 65 |
|
|
2023
Q2 | $2.63M | Sell |
36,264
-3,766
| -9% | -$273K | 0.45% | 64 |
|
|
2023
Q1 | $2.86M | Sell |
40,030
-2,785
| -7% | -$199K | 0.52% | 59 |
|
|
2022
Q4 | $2.81M | Sell |
42,815
-1,793
| -4% | -$118K | 0.54% | 55 |
|
|
2022
Q3 | $2.5M | Sell |
44,608
-13,123
| -23% | -$735K | 0.54% | 57 |
|
|
2022
Q2 | $3.61M | Sell |
57,731
-2,137
| -4% | -$134K | 0.66% | 45 |
|
|
2022
Q1 | $4.41M | Sell |
59,868
-546
| -0.9% | -$40.2K | 0.7% | 39 |
|
|
2021
Q4 | $4.75M | Sell |
60,414
-845
| -1% | -$66.5K | 0.74% | 39 |
|
|
2021
Q3 | $4.78M | Buy |
61,259
+513
| +0.8% | +$40K | 0.82% | 31 |
|
|
2021
Q2 | $4.79M | Buy |
60,746
+1,106
| +2% | +$87.2K | 0.84% | 29 |
|
|
2021
Q1 | $4.53M | Buy |
59,640
+2,740
| +5% | +$208K | 0.85% | 30 |
|
|
2020
Q4 | $4.15M | Buy |
56,900
+559
| +1% | +$40.8K | 0.9% | 26 |
|
|
2020
Q3 | $3.59M | Buy |
56,341
+1,065
| +2% | +$67.8K | 0.94% | 26 |
|
|
2020
Q2 | $3.37M | Sell |
55,276
-1,002
| -2% | -$61K | 1.02% | 23 |
|
|
2020
Q1 | $3.01M | Sell |
56,278
-48,007
| -46% | -$2.57M | 1.2% | 24 |
|
|
2019
Q4 | $7.24M | Buy |
104,285
+5,935
| +6% | +$412K | 2.45% | 4 |
|
|
2019
Q3 | $6.41M | Buy |
98,350
+2,063
| +2% | +$135K | 2.42% | 4 |
|
|
2019
Q2 | $6.33M | Buy |
96,287
+3,456
| +4% | +$227K | 2.47% | 3 |
|
|
2019
Q1 | $6.02M | Buy |
92,831
+4,881
| +6% | +$317K | 2.52% | 3 |
|
|
2018
Q4 | $5.17M | Buy |
87,950
+2,141
| +2% | +$126K | 2.3% | 3 |
|
|
2018
Q3 | $5.83M | Sell |
85,809
-365
| -0.4% | -$24.8K | 2.15% | 3 |
|
|
2018
Q2 | $5.77M | Buy |
86,174
+6,204
| +8% | +$415K | 2.24% | 3 |
|
|
2018
Q1 | $5.57M | Buy |
79,970
+4,383
| +6% | +$305K | 2.35% | 3 |
|
|
2017
Q4 | $5.32M | Buy |
75,587
+15,838
| +27% | +$1.11M | 2.21% | 4 |
|
|
2017
Q3 | $4.09M | Buy |
59,749
+13,714
| +30% | +$939K | 1.85% | 6 |
|
|
2017
Q2 | $3M | Buy |
46,035
+7,658
| +20% | +$499K | 1.4% | 16 |
|
|
2017
Q1 | $2.39M | Buy |
38,377
+5,665
| +17% | +$353K | 1.16% | 26 |
|
|
2016
Q4 | $1.89M | Buy |
32,712
+7,776
| +31% | +$449K | 0.96% | 36 |
|
|
2016
Q3 | $1.47M | Buy |
24,936
+7,838
| +46% | +$463K | 0.81% | 46 |
|
|
2016
Q2 | $954K | Buy |
17,098
+5,360
| +46% | +$299K | 0.55% | 69 |
|
|
2016
Q1 | $671K | Sell |
11,738
-40
| -0.3% | -$2.29K | 0.4% | 86 |
|
|
2015
Q4 | $692K | Buy |
11,778
+4,175
| +55% | +$245K | 0.44% | 81 |
|
|
2015
Q3 | $436K | Buy |
7,603
+150
| +2% | +$8.6K | 0.3% | 100 |
|
|
2015
Q2 | $473K | Hold |
7,453
| – | – | 0.3% | 101 |
|
|
2015
Q1 | $478K | Buy |
+7,453
| New | +$478K | 0.3% | 105 |
|