Ownership history in RMR Wealth Builders · 18 quarters on record
This page tracks every 13F SEC filing in which RMR Wealth Builders reported a position in ISHARES TR (IEFA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 650,800 | +46,318 | +7.7% | 4.66% | $58.2M | $89.46 |
| 2025 Q3 | ADDED | 604,482 | +28,098 | +4.9% | 4.42% | $52.8M | $85.66 |
| 2025 Q2 | ADDED | 576,384 | +29,799 | +5.5% | 4.37% | $48.1M | $81.90 |
| 2025 Q1 | ADDED | 546,585 | +12,245 | +2.3% | 4.35% | $41.3M | $72.91 |
| 2024 Q4 | ADDED | 534,340 | +46,766 | +9.6% | 3.90% | $37.6M | $67.73 |
| 2024 Q3 | ADDED | 487,574 | +14,305 | +3.0% | 4.03% | $38.1M | $74.06 |
| 2024 Q2 | ADDED | 473,269 | +24,714 | +5.5% | 3.95% | $34.4M | $68.93 |
| 2024 Q1 | ADDED | 448,555 | +34,291 | +8.3% | 4.03% | $33.3M | $69.20 |
| 2023 Q4 | ADDED | 414,264 | +58,560 | +16.5% | 4.09% | $29.1M | $65.59 |
| 2023 Q3 | ADDED | 355,704 | +43,993 | +14.1% | 3.66% | $22.9M | $59.17 |
As of 2025 Q4 — sorted by position size