Cornerstone Planning Group’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 | $29.5K | Buy |
356
+6
| +2% | +$498 | 0.01% | 339 |
|
|
2025
Q1 | $26.9K | Hold |
350
| – | – | 0.01% | 346 |
|
|
2024
Q4 | $25.8K | Sell |
350
-71
| -17% | -$5.22K | 0.01% | 275 |
|
|
2024
Q3 | $31.5K | Sell |
421
-708
| -63% | -$52.9K | 0.01% | 240 |
|
|
2024
Q2 | $79.1K | Buy |
1,129
+88
| +8% | +$6.16K | 0.02% | 151 |
|
|
2024
Q1 | $76.4K | Buy |
1,041
+30
| +3% | +$2.2K | 0.02% | 129 |
|
|
2023
Q4 | $71.1K | Sell |
1,011
-94
| -9% | -$6.61K | 0.02% | 144 |
|
|
2023
Q3 | $71.1K | Buy |
1,105
+50
| +5% | +$3.22K | 0.03% | 140 |
|
|
2023
Q2 | $71.2K | Buy |
+1,055
| New | +$71.2K | 0.03% | 184 |
|
|
2022
Q4 | $99.1K | Buy |
+1,501
| New | +$99.1K | 0.04% | 158 |
|