Consolidated Planning Corp’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $652K | Buy |
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|
2025
Q1 | $435K | Buy |
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|
2024
Q4 | $398K | Buy |
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|
2024
Q3 | $354K | Hold |
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|
2024
Q2 | $332K | Buy |
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|
2024
Q1 | $239K | Hold |
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|
2023
Q4 | $226K | Hold |
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|
2023
Q3 | $206K | Hold |
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|
2023
Q2 | $217K | Hold |
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|
2023
Q1 | $214K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $762K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $226K | Sell |
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|
2021
Q4 | $616K | Buy |
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|
2021
Q3 | $252K | Sell |
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|
2021
Q2 | $260K | Buy |
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|
2021
Q1 | $233K | Hold |
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|
2020
Q4 | $224K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $213K | Buy |
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