RWP
RWA Wealth Partners’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 | $11.3M | Sell |
134,935
-5,640
| -4% | -$471K | 0.14% | 98 |
|
|
2025
Q1 | $10.6M | Sell |
140,575
-5,183
| -4% | -$392K | 0.13% | 96 |
|
|
2024
Q4 | $10.2M | Buy |
145,758
+62,633
| +75% | +$4.4M | 0.13% | 102 |
|
|
2024
Q3 | $6.49M | Sell |
83,125
-72,939
| -47% | -$5.69M | 0.08% | 133 |
|
|
2024
Q2 | $11.3M | Buy |
156,064
+903
| +0.6% | +$65.6K | 0.15% | 87 |
|
|
2024
Q1 | $11.5M | Buy |
155,161
+10,031
| +7% | +$745K | 0.16% | 89 |
|
|
2023
Q4 | $10.2M | Buy |
145,130
+85,643
| +144% | +$6.02M | 0.15% | 91 |
|
|
2023
Q3 | $3.83M | Buy |
59,487
+867
| +1% | +$55.8K | 0.08% | 95 |
|
|
2023
Q2 | $3.96M | Buy |
58,620
+1,896
| +3% | +$128K | 0.09% | 89 |
|
|
2023
Q1 | $3.79M | Sell |
56,724
-61,973
| -52% | -$4.14M | 0.09% | 77 |
|
|
2022
Q4 | $7.7M | Buy |
118,697
+12,333
| +12% | +$800K | 0.19% | 53 |
|
|
2022
Q3 | $5.6M | Sell |
106,364
-9,701
| -8% | -$511K | 0.39% | 59 |
|
|
2022
Q2 | $6.83M | Buy |
116,065
+91,559
| +374% | +$5.39M | 0.46% | 44 |
|
|
2022
Q1 | $1.7M | Buy |
24,506
+6,657
| +37% | +$463K | 0.11% | 108 |
|
|
2021
Q4 | $1.33M | Sell |
17,849
-679
| -4% | -$50.7K | 0.09% | 117 |
|
|
2021
Q3 | $1.38M | Sell |
18,528
-127
| -0.7% | -$9.43K | 0.1% | 110 |
|
|
2021
Q2 | $1.4M | Sell |
18,655
-172
| -0.9% | -$12.9K | 0.1% | 108 |
|
|
2021
Q1 | $1.36M | Buy |
18,827
+1,342
| +8% | +$96.7K | 0.11% | 108 |
|
|
2020
Q4 | $1.21M | Buy |
17,485
+373
| +2% | +$25.8K | 0.11% | 107 |
|
|
2020
Q3 | $1.03M | Sell |
17,112
-326
| -2% | -$19.7K | 0.11% | 104 |
|
|
2020
Q2 | $997K | Sell |
17,438
-5,569
| -24% | -$318K | 0.12% | 101 |
|
|
2020
Q1 | $1.15M | Sell |
23,007
-193,542
| -89% | -$9.66M | 0.16% | 88 |
|
|
2019
Q4 | $14.1M | Sell |
216,549
-6,224
| -3% | -$406K | 1.4% | 20 |
|
|
2019
Q3 | $13.6M | Sell |
222,773
-18,090
| -8% | -$1.1M | 1.44% | 19 |
|
|
2019
Q2 | $14.8M | Sell |
240,863
-4,757
| -2% | -$292K | 1.59% | 16 |
|
|
2019
Q1 | $14.9M | Sell |
245,620
-16,891
| -6% | -$1.03M | 1.71% | 14 |
|
|
2018
Q4 | $14.4M | Sell |
262,511
-30,987
| -11% | -$1.7M | 1.9% | 11 |
|
|
2018
Q3 | $18.8M | Sell |
293,498
-146,139
| -33% | -$9.36M | 2.11% | 10 |
|
|
2018
Q2 | $27.9M | Sell |
439,637
-64,973
| -13% | -$4.12M | 3.11% | 5 |
|
|
2018
Q1 | $33.2M | Sell |
504,610
-63,549
| -11% | -$4.19M | 4.28% | 3 |
|
|
2017
Q4 | $37.6M | Buy |
568,159
+87,804
| +18% | +$5.8M | 4.22% | 3 |
|
|
2017
Q3 | $30.8M | Sell |
480,355
-117,433
| -20% | -$7.54M | 3.48% | 4 |
|
|
2017
Q2 | $36.4M | Buy |
597,788
+130,774
| +28% | +$7.96M | 4.46% | 3 |
|
|
2017
Q1 | $27.1M | Buy |
+467,014
| New | +$27.1M | 3.55% | 3 |
|