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 |
|