Capasso Planning Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,921
| Closed | -$221K | – | 90 |
|
|
2025
Q1 | $221K | Sell |
2,921
-36
| -1% | -$2.72K | 0.09% | 95 |
|
|
2024
Q4 | $208K | Sell |
2,957
-4,205
| -59% | -$296K | 0.08% | 99 |
|
|
2024
Q3 | $559K | Buy |
7,162
+1,581
| +28% | +$123K | 0.17% | 87 |
|
|
2024
Q2 | $405K | Sell |
5,581
-3
| -0.1% | -$218 | 0.13% | 97 |
|
|
2024
Q1 | $414K | Buy |
5,584
+3
| +0.1% | +$223 | 0.17% | 72 |
|
|
2023
Q4 | $393K | Sell |
5,581
-232
| -4% | -$16.3K | 0.18% | 70 |
|
|
2023
Q3 | $374K | Buy |
5,813
+12
| +0.2% | +$772 | 0.2% | 65 |
|
|
2023
Q2 | $392K | Buy |
5,801
+79
| +1% | +$5.33K | 0.21% | 65 |
|
|
2023
Q1 | $383K | Hold |
5,722
| – | – | 0.22% | 65 |
|
|
2022
Q4 | $353K | Sell |
5,722
-887
| -13% | -$54.7K | 0.22% | 66 |
|
|
2022
Q3 | $348K | Buy |
+6,609
| New | +$348K | 0.24% | 64 |
|