RWB
RMR Wealth Builders’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.45M | Buy |
61,008
+66
| +0.1% | +$5.9K | 0.5% | 30 |
|
|
2025
Q1 | $4.98M | Sell |
60,942
-2,370
| -4% | -$194K | 0.52% | 28 |
|
|
2024
Q4 | $4.79M | Buy |
63,312
+1,424
| +2% | +$108K | 0.49% | 29 |
|
|
2024
Q3 | $5.18M | Sell |
61,888
-928
| -1% | -$77.6K | 0.55% | 27 |
|
|
2024
Q2 | $4.92M | Buy |
62,816
+1,731
| +3% | +$136K | 0.56% | 27 |
|
|
2024
Q1 | $4.88M | Sell |
61,085
-857
| -1% | -$68.4K | 0.59% | 27 |
|
|
2023
Q4 | $4.67M | Sell |
61,942
-6,524
| -10% | -$492K | 0.66% | 25 |
|
|
2023
Q3 | $4.72M | Buy |
68,466
+2,263
| +3% | +$156K | 0.75% | 25 |
|
|
2023
Q2 | $4.8M | Buy |
66,203
+2,290
| +4% | +$166K | 0.82% | 25 |
|
|
2023
Q1 | $4.57M | Sell |
63,913
-7,053
| -10% | -$504K | 0.87% | 25 |
|
|
2022
Q4 | $4.66M | Buy |
70,966
+4,256
| +6% | +$279K | 1.06% | 19 |
|
|
2022
Q3 | $3.74M | Buy |
66,710
+506
| +0.8% | +$28.3K | 0.91% | 24 |
|
|
2022
Q2 | $4.14M | Sell |
66,204
-9,706
| -13% | -$607K | 1.03% | 22 |
|
|
2022
Q1 | $5.59M | Sell |
75,910
-39,114
| -34% | -$2.88M | 1.2% | 22 |
|
|
2021
Q4 | $9.07M | Sell |
115,024
-200,477
| -64% | -$15.8M | 2.6% | 10 |
|
|
2021
Q3 | $24.6M | Buy |
315,501
+52,807
| +20% | +$4.12M | 7.23% | 3 |
|
|
2021
Q2 | $20.7M | Sell |
262,694
-107,175
| -29% | -$8.45M | 6.79% | 3 |
|
|
2021
Q1 | $28.1M | Buy |
369,869
+238,578
| +182% | +$18.1M | 7.29% | 3 |
|
|
2020
Q4 | $9.58M | Sell |
131,291
-257,558
| -66% | -$18.8M | 4.71% | 3 |
|
|
2020
Q3 | $24.8M | Buy |
388,849
+350,297
| +909% | +$22.3M | 6.43% | 3 |
|
|
2020
Q2 | $2.35M | Buy |
+38,552
| New | +$2.35M | 2.09% | 7 |
|
|
2019
Q4 | $2.73M | Buy |
+39,266
| New | +$2.73M | 2.63% | 5 |
|