Consolidated Planning Corp’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 | $705K | Hold |
8,447
| – | – | 0.09% | 130 |
|
|
2025
Q1 | $639K | Sell |
8,447
-243
| -3% | -$18.4K | 0.09% | 132 |
|
|
2024
Q4 | $611K | Sell |
8,690
-2,643
| -23% | -$186K | 0.08% | 121 |
|
|
2024
Q3 | $885K | Sell |
11,333
-41,598
| -79% | -$3.25M | 0.13% | 95 |
|
|
2024
Q2 | $3.84M | Sell |
52,931
-1,638
| -3% | -$119K | 0.63% | 51 |
|
|
2024
Q1 | $4.05M | Sell |
54,569
-1,518
| -3% | -$113K | 0.69% | 50 |
|
|
2023
Q4 | $3.95M | Buy |
56,087
+48,239
| +615% | +$3.39M | 0.73% | 42 |
|
|
2023
Q3 | $505K | Sell |
7,848
-36,405
| -82% | -$2.34M | 0.11% | 108 |
|
|
2023
Q2 | $2.99M | Buy |
+44,253
| New | +$2.99M | 0.63% | 55 |
|
|
2022
Q3 | – | Sell |
-3,441
| Closed | -$203K | – | 118 |
|
|
2022
Q2 | $203K | Hold |
3,441
| – | – | 0.06% | 112 |
|
|
2022
Q1 | $239K | Sell |
3,441
-204
| -6% | -$14.2K | 0.17% | 50 |
|
|
2021
Q4 | $272K | Buy |
3,645
+854
| +31% | +$63.7K | 0.18% | 49 |
|
|
2021
Q3 | $207K | Buy |
2,791
+13
| +0.5% | +$964 | 0.13% | 59 |
|
|
2021
Q2 | $207K | Buy |
+2,778
| New | +$207K | 0.15% | 58 |
|
|
2020
Q1 | – | Sell |
-4,862
| Closed | -$317K | – | 43 |
|
|
2019
Q4 | $317K | Buy |
+4,862
| New | +$317K | 0.31% | 28 |
|