Capital Planning’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
Q3 | $450K | Hold |
|
|||||
|
2025
Q2 | $431K | Sell |
|
|||||
|
2025
Q1 | $1.56M | Buy |
|
|||||
|
2024
Q4 | $1.11M | Buy |
|
|||||
|
2024
Q3 | $1.23M | Buy |
|
|||||
|
2024
Q2 | $1.08M | Sell |
|
|||||
|
2024
Q1 | $1.11M | Sell |
|
|||||
|
2023
Q4 | $1.18M | Sell |
|
|||||
|
2023
Q3 | $1.88M | Sell |
|
|||||
|
2023
Q2 | $2.01M | Sell |
|
|||||
|
2023
Q1 | $2.08M | Sell |
|
|||||
|
2022
Q4 | $1.92M | Buy |
|
|||||
|
2022
Q3 | $1.55M | Buy |
|
|||||
|
2022
Q2 | $1.29M | Buy |
|
|||||
|
2022
Q1 | $1.32M | Sell |
|
|||||
|
2021
Q4 | $2.79M | Sell |
|
|||||
|
2021
Q3 | $2.79M | Buy |
|
|||||
|
2021
Q2 | $2.74M | Buy |
|
|||||
|
2021
Q1 | $2.61M | Buy |
|
|||||
|
2020
Q4 | $2.37M | Buy |
|