Consolidated Planning Corp’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 | $838K | Buy |
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|
2025
Q2 | $705K | Hold |
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|
2025
Q1 | $639K | Sell |
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|
2024
Q4 | $611K | Sell |
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|
2024
Q3 | $885K | Sell |
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|
2024
Q2 | $3.84M | Sell |
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|
2024
Q1 | $4.05M | Sell |
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|
2023
Q4 | $3.95M | Buy |
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|
2023
Q3 | $505K | Sell |
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|
2023
Q2 | $2.99M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $203K | Hold |
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|
2022
Q1 | $239K | Sell |
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|
2021
Q4 | $272K | Buy |
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|
2021
Q3 | $207K | Buy |
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|
2021
Q2 | $207K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $317K | Buy |
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