Capasso Planning Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $221K | Sell |
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|
2024
Q4 | $208K | Sell |
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|
2024
Q3 | $559K | Buy |
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|
2024
Q2 | $405K | Sell |
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|
2024
Q1 | $414K | Buy |
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|
2023
Q4 | $393K | Sell |
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|
2023
Q3 | $374K | Buy |
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|
2023
Q2 | $392K | Buy |
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|
2023
Q1 | $383K | Hold |
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|
2022
Q4 | $353K | Sell |
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|
2022
Q3 | $348K | Buy |
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