RKL Wealth Management’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 | $100M | Buy |
1,202,947
+51,744
| +4% | +$4.32M | 8.83% | 2 |
|
|
2025
Q1 | $87.1M | Buy |
1,151,203
+37,439
| +3% | +$2.83M | 8.21% | 2 |
|
|
2024
Q4 | $78.3M | Buy |
1,113,764
+35,838
| +3% | +$2.52M | 6.97% | 3 |
|
|
2024
Q3 | $84.1M | Buy |
1,077,926
+5,090
| +0.5% | +$397K | 7.61% | 3 |
|
|
2024
Q2 | $77.9M | Buy |
1,072,836
+8,743
| +0.8% | +$635K | 7.51% | 3 |
|
|
2024
Q1 | $79M | Sell |
1,064,093
-40,859
| -4% | -$3.03M | 7.83% | 3 |
|
|
2023
Q4 | $77.7M | Sell |
1,104,952
-54,731
| -5% | -$3.85M | 8.4% | 3 |
|
|
2023
Q3 | $74.6M | Sell |
1,159,683
-16,461
| -1% | -$1.06M | 9.13% | 3 |
|
|
2023
Q2 | $79.4M | Buy |
1,176,144
+24,343
| +2% | +$1.64M | 9.39% | 3 |
|
|
2023
Q1 | $77M | Sell |
1,151,801
-20,153
| -2% | -$1.35M | 9.72% | 2 |
|
|
2022
Q4 | $72.2M | Sell |
1,171,954
-145,331
| -11% | -$8.96M | 9.66% | 2 |
|
|
2022
Q3 | $69.4M | Sell |
1,317,285
-31,317
| -2% | -$1.65M | 10% | 2 |
|
|
2022
Q2 | $79.4M | Buy |
1,348,602
+39,965
| +3% | +$2.35M | 10.89% | 2 |
|
|
2022
Q1 | $91M | Buy |
1,308,637
+42,759
| +3% | +$2.97M | 10.92% | 2 |
|
|
2021
Q4 | $94.5M | Buy |
1,265,878
+18,332
| +1% | +$1.37M | 11.22% | 1 |
|
|
2021
Q3 | $92.6M | Buy |
1,247,546
+13,093
| +1% | +$972K | 11.76% | 1 |
|
|
2021
Q2 | $92.4M | Sell |
1,234,453
-9,116
| -0.7% | -$682K | 11.64% | 1 |
|
|
2021
Q1 | $89.6M | Sell |
1,243,569
-15,346
| -1% | -$1.11M | 12% | 1 |
|
|
2020
Q4 | $87M | Buy |
1,258,915
+11,084
| +0.9% | +$766K | 12.13% | 1 |
|
|
2020
Q3 | $75.2M | Sell |
1,247,831
-17,182
| -1% | -$1.04M | 11.97% | 1 |
|
|
2020
Q2 | $72.3M | Buy |
1,265,013
+90,357
| +8% | +$5.16M | 12.39% | 1 |
|
|
2020
Q1 | $58.6M | Buy |
1,174,656
+61,193
| +5% | +$3.05M | 12.26% | 1 |
|
|
2019
Q4 | $72.6M | Buy |
1,113,463
+41,599
| +4% | +$2.71M | 13.03% | 1 |
|
|
2019
Q3 | $65.5M | Sell |
1,071,864
-14,413
| -1% | -$880K | 12.45% | 1 |
|
|
2019
Q2 | $66.7M | Buy |
1,086,277
+53,692
| +5% | +$3.3M | 12.29% | 1 |
|
|
2019
Q1 | $62.8M | Buy |
1,032,585
+48,419
| +5% | +$2.94M | 12.29% | 1 |
|
|
2018
Q4 | $54.1M | Sell |
984,166
-29,633
| -3% | -$1.63M | 12.49% | 1 |
|
|
2018
Q3 | $65M | Buy |
1,013,799
+38,269
| +4% | +$2.45M | 13.8% | 1 |
|
|
2018
Q2 | $61.8M | Buy |
975,530
+67,622
| +7% | +$4.29M | 13.97% | 1 |
|
|
2018
Q1 | $59.8M | Buy |
907,908
+111,720
| +14% | +$7.36M | 14.15% | 1 |
|
|
2017
Q4 | $52.6M | Buy |
796,188
+191,827
| +32% | +$12.7M | 13% | 1 |
|
|
2017
Q3 | $38.8M | Buy |
604,361
+151,662
| +34% | +$9.73M | 10.9% | 1 |
|
|
2017
Q2 | $27.6M | Buy |
452,699
+189,660
| +72% | +$11.5M | 8.74% | 1 |
|
|
2017
Q1 | $15.2M | Buy |
263,039
+177,017
| +206% | +$10.3M | 6.13% | 1 |
|
|
2016
Q4 | $4.61M | Buy |
+86,022
| New | +$4.61M | 2.22% | 21 |
|