River Wealth Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $391K | Sell |
4,682
-1,293
| -22% | -$108K | 0.05% | 169 |
|
|
2025
Q1 | $452K | Sell |
5,975
-415
| -6% | -$31.4K | 0.06% | 151 |
|
|
2024
Q4 | $449K | Buy |
6,390
+461
| +8% | +$32.4K | 0.06% | 157 |
|
|
2024
Q3 | $463K | Buy |
5,929
+2,754
| +87% | +$215K | 0.06% | 150 |
|
|
2024
Q2 | $231K | Sell |
3,175
-469
| -13% | -$34.1K | 0.03% | 183 |
|
|
2024
Q1 | $270K | Sell |
3,644
-1,248
| -26% | -$92.6K | 0.04% | 179 |
|
|
2023
Q4 | $344K | Sell |
4,892
-608
| -11% | -$42.8K | 0.06% | 165 |
|
|
2023
Q3 | $354K | Buy |
5,500
+1,886
| +52% | +$121K | 0.06% | 160 |
|
|
2023
Q2 | $244K | Buy |
+3,614
| New | +$244K | 0.04% | 191 |
|
|
2022
Q3 | – | Sell |
-4,389
| Closed | -$258K | – | 203 |
|
|
2022
Q2 | $258K | Sell |
4,389
-52
| -1% | -$3.06K | 0.05% | 194 |
|
|
2022
Q1 | $309K | Sell |
4,441
-20
| -0.4% | -$1.39K | 0.05% | 188 |
|
|
2021
Q4 | $333K | Sell |
4,461
-137
| -3% | -$10.2K | 0.05% | 185 |
|
|
2021
Q3 | $341K | Sell |
4,598
-177
| -4% | -$13.1K | 0.06% | 177 |
|
|
2021
Q2 | $357K | Buy |
4,775
+94
| +2% | +$7.03K | 0.06% | 174 |
|
|
2021
Q1 | $337K | Sell |
4,681
-209
| -4% | -$15K | 0.06% | 173 |
|
|
2020
Q4 | $338K | Buy |
4,890
+649
| +15% | +$44.9K | 0.07% | 170 |
|
|
2020
Q3 | $256K | Buy |
+4,241
| New | +$256K | 0.07% | 174 |
|
|
2020
Q1 | – | Sell |
-6,476
| Closed | -$422K | – | 163 |
|
|
2019
Q4 | $422K | Buy |
6,476
+241
| +4% | +$15.7K | 0.14% | 126 |
|
|
2019
Q3 | $381K | Buy |
6,235
+624
| +11% | +$38.1K | 0.14% | 126 |
|
|
2019
Q2 | $345K | Buy |
5,611
+303
| +6% | +$18.6K | 0.13% | 134 |
|
|
2019
Q1 | $323K | Sell |
5,308
-252
| -5% | -$15.3K | 0.14% | 134 |
|
|
2018
Q4 | $306K | Sell |
5,560
-2,173
| -28% | -$120K | 0.14% | 131 |
|
|
2018
Q3 | $496K | Buy |
7,733
+1,216
| +19% | +$78K | 0.18% | 118 |
|
|
2018
Q2 | $413K | Buy |
6,517
+424
| +7% | +$26.9K | 0.16% | 123 |
|
|
2018
Q1 | $401K | Buy |
6,093
+2,716
| +80% | +$179K | 0.17% | 127 |
|
|
2017
Q4 | $223K | Buy |
+3,377
| New | +$223K | 0.09% | 154 |
|