RWB
RMR Wealth Builders’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $48.1M | Buy |
576,384
+29,799
| +5% | +$2.49M | 4.37% | 5 |
|
|
2025
Q1 | $41.3M | Buy |
546,585
+12,245
| +2% | +$926K | 4.35% | 5 |
|
|
2024
Q4 | $37.6M | Buy |
534,340
+46,766
| +10% | +$3.29M | 3.88% | 6 |
|
|
2024
Q3 | $38.1M | Buy |
487,574
+14,305
| +3% | +$1.12M | 4.03% | 6 |
|
|
2024
Q2 | $34.4M | Buy |
473,269
+24,714
| +6% | +$1.8M | 3.95% | 6 |
|
|
2024
Q1 | $33.3M | Buy |
448,555
+34,291
| +8% | +$2.55M | 4.03% | 6 |
|
|
2023
Q4 | $29.1M | Buy |
414,264
+58,560
| +16% | +$4.12M | 4.09% | 6 |
|
|
2023
Q3 | $22.9M | Buy |
355,704
+43,993
| +14% | +$2.83M | 3.66% | 7 |
|
|
2023
Q2 | $21M | Buy |
311,711
+11,266
| +4% | +$760K | 3.58% | 7 |
|
|
2023
Q1 | $20.1M | Buy |
300,445
+22,334
| +8% | +$1.49M | 3.82% | 7 |
|
|
2022
Q4 | $17.1M | Buy |
278,111
+19,206
| +7% | +$1.18M | 3.89% | 8 |
|
|
2022
Q3 | $13.6M | Buy |
258,905
+134,335
| +108% | +$7.08M | 3.34% | 9 |
|
|
2022
Q2 | $7.33M | Buy |
124,570
+16,076
| +15% | +$946K | 1.83% | 15 |
|
|
2022
Q1 | $7.54M | Buy |
108,494
+16,442
| +18% | +$1.14M | 1.62% | 14 |
|
|
2021
Q4 | $6.88M | Buy |
+92,052
| New | +$6.88M | 1.98% | 12 |
|
|
2021
Q2 | – | Sell |
-81
| Closed | -$6K | – | 395 |
|
|
2021
Q1 | $6K | Buy |
+81
| New | +$6K | ﹤0.01% | 651 |
|