Riverpoint Wealth Management Holdings’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-6,096
| Closed | -$326K | – | 72 |
|
|
2020
Q1 | $326K | Sell |
6,096
-11,759
| -66% | -$629K | 0.16% | 52 |
|
|
2019
Q4 | $1.24M | Buy |
17,855
+146
| +0.8% | +$10.1K | 0.49% | 31 |
|
|
2019
Q3 | $1.16M | Hold |
17,709
| – | – | 0.51% | 27 |
|
|
2019
Q2 | $1.16M | Buy |
17,709
+310
| +2% | +$20.4K | 0.53% | 27 |
|
|
2019
Q1 | $1.13M | Hold |
17,399
| – | – | 0.54% | 26 |
|
|
2018
Q4 | $1.02M | Buy |
17,399
+161
| +0.9% | +$9.47K | 0.57% | 25 |
|
|
2018
Q3 | $1.17M | Sell |
17,238
-242
| -1% | -$16.4K | 0.6% | 22 |
|
|
2018
Q2 | $1.17M | Buy |
17,480
+293
| +2% | +$19.6K | 0.65% | 22 |
|
|
2018
Q1 | $1.2M | Hold |
17,187
| – | – | 0.72% | 18 |
|
|
2017
Q4 | $1.21M | Sell |
17,187
-605
| -3% | -$42.6K | 0.75% | 17 |
|
|
2017
Q3 | $1.22M | Buy |
17,792
+1
| +0% | +$68 | 0.8% | 17 |
|
|
2017
Q2 | $1.16M | Buy |
17,791
+234
| +1% | +$15.2K | 0.81% | 16 |
|
|
2017
Q1 | $1.09M | Hold |
17,557
| – | – | 0.82% | 15 |
|
|
2016
Q4 | $1.04M | Buy |
+17,557
| New | +$1.04M | 0.85% | 15 |
|