RWA Wealth Partners’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 | $8.01M | Buy |
89,638
+1,123
| +1% | +$100K | 0.1% | 116 |
|
|
2025
Q1 | $7.23M | Buy |
88,515
+208
| +0.2% | +$17K | 0.09% | 122 |
|
|
2024
Q4 | $6.68M | Sell |
88,307
-876
| -1% | -$66.2K | 0.08% | 129 |
|
|
2024
Q3 | $7.46M | Sell |
89,183
-1,925
| -2% | -$161K | 0.09% | 119 |
|
|
2024
Q2 | $7.14M | Buy |
91,108
+5,794
| +7% | +$454K | 0.09% | 118 |
|
|
2024
Q1 | $6.81M | Buy |
85,314
+14,499
| +20% | +$1.16M | 0.09% | 125 |
|
|
2023
Q4 | $5.34M | Buy |
70,815
+49,094
| +226% | +$3.7M | 0.08% | 129 |
|
|
2023
Q3 | $1.5M | Buy |
21,721
+1,268
| +6% | +$87.4K | 0.03% | 162 |
|
|
2023
Q2 | $1.48M | Buy |
20,453
+10,723
| +110% | +$777K | 0.03% | 151 |
|
|
2023
Q1 | $696K | Hold |
9,730
| – | – | 0.02% | 150 |
|
|
2022
Q4 | $673K | Sell |
9,730
-1,953
| -17% | -$135K | 0.02% | 154 |
|
|
2022
Q3 | $654K | Hold |
11,683
| – | – | 0.05% | 147 |
|
|
2022
Q2 | $730K | Sell |
11,683
-116
| -1% | -$7.25K | 0.05% | 144 |
|
|
2022
Q1 | $868K | Hold |
11,799
| – | – | 0.06% | 138 |
|
|
2021
Q4 | $928K | Sell |
11,799
-1
| -0% | -$79 | 0.06% | 137 |
|
|
2021
Q3 | $921K | Buy |
11,800
+419
| +4% | +$32.7K | 0.07% | 133 |
|
|
2021
Q2 | $898K | Buy |
11,381
+773
| +7% | +$61K | 0.07% | 139 |
|
|
2021
Q1 | $805K | Sell |
10,608
-208
| -2% | -$15.8K | 0.07% | 135 |
|
|
2020
Q4 | $789K | Sell |
10,816
-545
| -5% | -$39.8K | 0.07% | 133 |
|
|
2020
Q3 | $723K | Sell |
11,361
-202
| -2% | -$12.9K | 0.08% | 125 |
|
|
2020
Q2 | $704K | Sell |
11,563
-7,115
| -38% | -$433K | 0.09% | 120 |
|
|
2020
Q1 | $999K | Sell |
18,678
-32,000
| -63% | -$1.71M | 0.14% | 95 |
|
|
2019
Q4 | $3.52M | Buy |
50,678
+696
| +1% | +$48.3K | 0.35% | 68 |
|
|
2019
Q3 | $3.26M | Sell |
49,982
-185
| -0.4% | -$12.1K | 0.34% | 67 |
|
|
2019
Q2 | $3.3M | Sell |
50,167
-4,146
| -8% | -$272K | 0.35% | 67 |
|
|
2019
Q1 | $3.52M | Sell |
54,313
-2,128
| -4% | -$138K | 0.4% | 63 |
|
|
2018
Q4 | $3.32M | Sell |
56,441
-14,802
| -21% | -$870K | 0.44% | 63 |
|
|
2018
Q3 | $4.84M | Sell |
71,243
-7,275
| -9% | -$495K | 0.54% | 40 |
|
|
2018
Q2 | $5.26M | Buy |
78,518
+78
| +0.1% | +$5.22K | 0.59% | 39 |
|
|
2018
Q1 | $5.47M | Sell |
78,440
-18,961
| -19% | -$1.32M | 0.7% | 32 |
|
|
2017
Q4 | $6.85M | Buy |
97,401
+1,937
| +2% | +$136K | 0.77% | 31 |
|
|
2017
Q3 | $6.54M | Buy |
95,464
+3,151
| +3% | +$216K | 0.74% | 34 |
|
|
2017
Q2 | $6.02M | Buy |
92,313
+2,532
| +3% | +$165K | 0.74% | 36 |
|
|
2017
Q1 | $5.59M | Buy |
+89,781
| New | +$5.59M | 0.73% | 39 |
|