RKL Wealth Management’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 | $868K | Buy |
9,714
+2,170
| +29% | +$194K | 0.08% | 101 |
|
|
2025
Q1 | $617K | Buy |
7,544
+48
| +0.6% | +$3.92K | 0.06% | 111 |
|
|
2024
Q4 | $567K | Buy |
7,496
+139
| +2% | +$10.5K | 0.05% | 118 |
|
|
2024
Q3 | $615K | Hold |
7,357
| – | – | 0.06% | 95 |
|
|
2024
Q2 | $576K | Buy |
7,357
+266
| +4% | +$20.8K | 0.06% | 91 |
|
|
2024
Q1 | $566K | Hold |
7,091
| – | – | 0.06% | 93 |
|
|
2023
Q4 | $534K | Sell |
7,091
-63
| -0.9% | -$4.75K | 0.06% | 94 |
|
|
2023
Q3 | $493K | Sell |
7,154
-294
| -4% | -$20.3K | 0.06% | 93 |
|
|
2023
Q2 | $540K | Buy |
7,448
+17
| +0.2% | +$1.23K | 0.06% | 90 |
|
|
2023
Q1 | $532K | Buy |
+7,431
| New | +$532K | 0.07% | 90 |
|
|
2020
Q2 | – | Sell |
-7,015
| Closed | -$375K | – | 112 |
|
|
2020
Q1 | $375K | Sell |
7,015
-67
| -0.9% | -$3.58K | 0.08% | 91 |
|
|
2019
Q4 | $492K | Buy |
7,082
+8
| +0.1% | +$556 | 0.09% | 93 |
|
|
2019
Q3 | $461K | Sell |
7,074
-1,279
| -15% | -$83.4K | 0.09% | 96 |
|
|
2019
Q2 | $551K | Sell |
8,353
-587
| -7% | -$38.7K | 0.1% | 93 |
|
|
2019
Q1 | $580K | Buy |
8,940
+5,480
| +158% | +$356K | 0.11% | 93 |
|
|
2018
Q4 | $203K | Sell |
3,460
-794
| -19% | -$46.6K | 0.05% | 123 |
|
|
2018
Q3 | $289K | Sell |
4,254
-1,183
| -22% | -$80.4K | 0.06% | 117 |
|
|
2018
Q2 | $364K | Buy |
5,437
+19
| +0.4% | +$1.27K | 0.08% | 113 |
|
|
2018
Q1 | $378K | Sell |
5,418
-1,079
| -17% | -$75.3K | 0.09% | 110 |
|
|
2017
Q4 | $455K | Sell |
6,497
-2,633
| -29% | -$184K | 0.11% | 106 |
|
|
2017
Q3 | $627K | Sell |
9,130
-2,015
| -18% | -$138K | 0.18% | 96 |
|
|
2017
Q2 | $728K | Buy |
11,145
+3,352
| +43% | +$219K | 0.23% | 93 |
|
|
2017
Q1 | $485K | Sell |
7,793
-303
| -4% | -$18.9K | 0.2% | 84 |
|
|
2016
Q4 | $467K | Buy |
8,096
+2,005
| +33% | +$116K | 0.23% | 63 |
|
|
2016
Q3 | $360K | Buy |
+6,091
| New | +$360K | 0.18% | 60 |
|