Asset Planning Corporation’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 | $2.96M | Sell |
33,111
-383
| -1% | -$34.2K | 1.57% | 16 |
|
|
2025
Q1 | $2.74M | Sell |
33,494
-125
| -0.4% | -$10.2K | 1.61% | 17 |
|
|
2024
Q4 | $2.54M | Buy |
33,619
+209
| +0.6% | +$15.8K | 1.59% | 17 |
|
|
2024
Q3 | $2.79M | Sell |
33,410
-10,810
| -24% | -$904K | 1.82% | 15 |
|
|
2024
Q2 | $3.46M | Sell |
44,220
-1,591
| -3% | -$125K | 2.59% | 14 |
|
|
2024
Q1 | $3.66M | Sell |
45,811
-1,973
| -4% | -$158K | 2.67% | 14 |
|
|
2023
Q4 | $3.6M | Buy |
47,784
+262
| +0.6% | +$19.7K | 2.78% | 13 |
|
|
2023
Q3 | $3.28M | Sell |
47,522
-57
| -0.1% | -$3.93K | 2.52% | 15 |
|
|
2023
Q2 | $3.45M | Sell |
47,579
-473
| -1% | -$34.3K | 2.62% | 15 |
|
|
2023
Q1 | $3.44M | Sell |
48,052
-6,759
| -12% | -$483K | 2.76% | 13 |
|
|
2022
Q4 | $3.6M | Sell |
54,811
-1,204
| -2% | -$79K | 3% | 12 |
|
|
2022
Q3 | $3.14M | Hold |
56,015
| – | – | 2.94% | 12 |
|
|
2022
Q2 | $3.5M | Buy |
56,015
+385
| +0.7% | +$24.1K | 3.04% | 12 |
|
|
2022
Q1 | $4.09M | Sell |
55,630
-3
| -0% | -$221 | 3.57% | 11 |
|
|
2021
Q4 | $4.38M | Sell |
55,633
-817
| -1% | -$64.3K | 3.74% | 11 |
|
|
2021
Q3 | $4.4M | Sell |
56,450
-189
| -0.3% | -$14.7K | 4.08% | 10 |
|
|
2021
Q2 | $4.47M | Sell |
56,639
-727
| -1% | -$57.4K | 4.35% | 10 |
|
|
2021
Q1 | $4.35M | Sell |
57,366
-2,343
| -4% | -$178K | 4.53% | 10 |
|
|
2020
Q4 | $4.36M | Buy |
+59,709
| New | +$4.36M | 4.32% | 10 |
|