CFFP
Center for Financial Planning’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $91.8M | Buy |
1,099,176
+7,380
| +0.7% | +$616K | 10.52% | 3 |
|
|
2025
Q1 | $82.6M | Buy |
1,091,796
+25,237
| +2% | +$1.91M | 10.55% | 3 |
|
|
2024
Q4 | $75M | Buy |
1,066,559
+29,207
| +3% | +$2.05M | 10% | 2 |
|
|
2024
Q3 | $81M | Buy |
1,037,352
+12,455
| +1% | +$972K | 10.99% | 2 |
|
|
2024
Q2 | $74.4M | Buy |
1,024,897
+13,801
| +1% | +$1M | 10.76% | 2 |
|
|
2024
Q1 | $75M | Buy |
1,011,096
+43,049
| +4% | +$3.2M | 11.22% | 2 |
|
|
2023
Q4 | $68.1M | Buy |
968,047
+21,149
| +2% | +$1.49M | 12.52% | 2 |
|
|
2023
Q3 | $60.9M | Buy |
946,898
+26,758
| +3% | +$1.72M | 13.16% | 2 |
|
|
2023
Q2 | $62.1M | Sell |
920,140
-3,189
| -0.3% | -$215K | 13.04% | 2 |
|
|
2023
Q1 | $61.7M | Sell |
923,329
-2,411
| -0.3% | -$161K | 14.24% | 2 |
|
|
2022
Q4 | $57.1M | Buy |
925,740
+41,119
| +5% | +$2.53M | 13.87% | 2 |
|
|
2022
Q3 | $46.6M | Buy |
884,621
+14,043
| +2% | +$740K | 12.44% | 2 |
|
|
2022
Q2 | $51.2M | Buy |
870,578
+6,361
| +0.7% | +$374K | 13.02% | 2 |
|
|
2022
Q1 | $60.1M | Buy |
864,217
+36,900
| +4% | +$2.56M | 12.32% | 2 |
|
|
2021
Q4 | $61.8M | Buy |
827,317
+41,016
| +5% | +$3.06M | 12.65% | 2 |
|
|
2021
Q3 | $58.4M | Buy |
786,301
+1,841
| +0.2% | +$137K | 14.2% | 2 |
|
|
2021
Q2 | $58.7M | Sell |
784,460
-8,726
| -1% | -$653K | 14.45% | 2 |
|
|
2021
Q1 | $57.1M | Buy |
793,186
+1,192
| +0.2% | +$85.9K | 14.92% | 2 |
|
|
2020
Q4 | $54.7M | Sell |
791,994
-17,144
| -2% | -$1.18M | 15.5% | 2 |
|
|
2020
Q3 | $48.8M | Sell |
809,138
-11,319
| -1% | -$682K | 15.69% | 2 |
|
|
2020
Q2 | $46.9M | Sell |
820,457
-2,532
| -0.3% | -$145K | 16.38% | 1 |
|
|
2020
Q1 | $41.1M | Sell |
822,989
-46,383
| -5% | -$2.31M | 13.89% | 2 |
|
|
2019
Q4 | $56.7M | Buy |
+869,372
| New | +$56.7M | 14.21% | 2 |
|