RVW Wealth’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
$13.4M Sell
149,683
-4,410
-3% -$394K 1.14% 25
2025
Q1
$12.6M Sell
154,093
-56,289
-27% -$4.6M 1.19% 25
2024
Q4
$15.9M Sell
210,382
-9,097
-4% -$688K 1.48% 26
2024
Q3
$18.4M Sell
219,479
-4,041
-2% -$338K 1.71% 24
2024
Q2
$17.5M Sell
223,520
-11,659
-5% -$913K 1.75% 23
2024
Q1
$18.8M Sell
235,179
-3,709
-2% -$296K 1.93% 18
2023
Q4
$18M Sell
238,888
-11,060
-4% -$833K 1.98% 19
2023
Q3
$17.2M Sell
249,948
-7,780
-3% -$536K 2.08% 19
2023
Q2
$18.7M Sell
257,728
-9,565
-4% -$693K 2.21% 18
2023
Q1
$19.1M Sell
267,293
-9,829
-4% -$703K 2.37% 15
2022
Q4
$18.2M Sell
277,122
-105,483
-28% -$6.92M 2.32% 19
2022
Q3
$21.4M Sell
382,605
-42,718
-10% -$2.39M 3.01% 8
2022
Q2
$26.6M Sell
425,323
-47,526
-10% -$2.97M 3.56% 6
2022
Q1
$34.8M Sell
472,849
-5,525
-1% -$407K 4.02% 5
2021
Q4
$37.6M Sell
478,374
-14,056
-3% -$1.11M 4.2% 5
2021
Q3
$38M Buy
492,430
+11,089
+2% +$856K 4.57% 1
2021
Q2
$38M Buy
481,341
+28,226
+6% +$2.23M 4.75% 1
2021
Q1
$34M Buy
453,115
+37,678
+9% +$2.83M 4.44% 1
2020
Q4
$30M Buy
415,437
+14,604
+4% +$1.05M 4.4% 1
2020
Q3
$25.5M Buy
400,833
+6,004
+2% +$382K 4.31% 1
2020
Q2
$24M Buy
394,829
+256,377
+185% +$15.6M 4.39% 1
2020
Q1
$7.4M Buy
+138,452
New +$7.4M 1.73% 18