RW
RVW Wealth’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 | $589K | Buy |
7,054
+325
| +5% | +$27.1K | 0.05% | 88 |
|
|
2025
Q1 | $509K | Sell |
6,729
-807
| -11% | -$61.1K | 0.05% | 89 |
|
|
2024
Q4 | $530K | Hold |
7,536
| – | – | 0.05% | 86 |
|
|
2024
Q3 | $588K | Hold |
7,536
| – | – | 0.05% | 86 |
|
|
2024
Q2 | $547K | Hold |
7,536
| – | – | 0.05% | 84 |
|
|
2024
Q1 | $559K | Hold |
7,536
| – | – | 0.06% | 86 |
|
|
2023
Q4 | $530K | Sell |
7,536
-4,280
| -36% | -$301K | 0.06% | 91 |
|
|
2023
Q3 | $760K | Hold |
11,816
| – | – | 0.09% | 76 |
|
|
2023
Q2 | $798K | Sell |
11,816
-63
| -0.5% | -$4.25K | 0.09% | 80 |
|
|
2023
Q1 | $794K | Sell |
11,879
-696
| -6% | -$46.5K | 0.1% | 82 |
|
|
2022
Q4 | $775K | Sell |
12,575
-425
| -3% | -$26.2K | 0.1% | 83 |
|
|
2022
Q3 | $685K | Buy |
13,000
+4,701
| +57% | +$248K | 0.1% | 85 |
|
|
2022
Q2 | $488K | Sell |
8,299
-6,549
| -44% | -$385K | 0.07% | 94 |
|
|
2022
Q1 | $1.03M | Buy |
14,848
+6,151
| +71% | +$428K | 0.12% | 71 |
|
|
2021
Q4 | $649K | Buy |
8,697
+116
| +1% | +$8.66K | 0.07% | 83 |
|
|
2021
Q3 | $1M | Buy |
8,581
+3,227
| +60% | +$376K | 0.12% | 70 |
|
|
2021
Q2 | $0 | Buy |
5,354
+680
| +15% | – | ﹤0.01% | 94 |
|
|
2021
Q1 | $1M | Sell |
4,674
-26
| -0.6% | -$5.56K | 0.13% | 77 |
|
|
2020
Q4 | $1M | Hold |
4,700
| – | – | 0.15% | 70 |
|
|
2020
Q3 | $283K | Hold |
4,700
| – | – | 0.05% | 85 |
|
|
2020
Q2 | $269K | Sell |
4,700
-3,811
| -45% | -$218K | 0.05% | 82 |
|
|
2020
Q1 | $425K | Sell |
8,511
-41,628
| -83% | -$2.08M | 0.1% | 76 |
|
|
2019
Q4 | $3.27M | Sell |
50,139
-482
| -1% | -$31.4K | 0.72% | 34 |
|
|
2019
Q3 | $3.09M | Buy |
+50,621
| New | +$3.09M | 0.74% | 34 |
|