Cypress Financial Planning’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 | $8.58M | Sell |
102,831
-999
| -1% | -$83.4K | 2.8% | 11 |
|
|
2025
Q1 | $7.85M | Sell |
103,830
-571
| -0.5% | -$43.2K | 2.8% | 11 |
|
|
2024
Q4 | $7.34M | Sell |
104,401
-193
| -0.2% | -$13.6K | 2.69% | 12 |
|
|
2024
Q3 | $8.16M | Buy |
104,594
+17,423
| +20% | +$1.36M | 3.02% | 11 |
|
|
2024
Q2 | $6.33M | Buy |
87,171
+19,760
| +29% | +$1.44M | 2.62% | 12 |
|
|
2024
Q1 | $5M | Buy |
67,411
+63,721
| +1,727% | +$4.73M | 2.29% | 12 |
|
|
2023
Q4 | $255K | Sell |
3,690
-44,774
| -92% | -$3.1M | 0.23% | 30 |
|
|
2023
Q3 | $3.12M | Sell |
48,464
-906
| -2% | -$58.3K | 1.78% | 13 |
|
|
2023
Q2 | $3.33M | Buy |
49,370
+7,209
| +17% | +$487K | 1.89% | 13 |
|
|
2023
Q1 | $2.84M | Buy |
42,161
+3,027
| +8% | +$204K | 1.73% | 13 |
|
|
2022
Q4 | $2.43M | Buy |
39,134
+2,899
| +8% | +$180K | 1.63% | 13 |
|
|
2022
Q3 | $1.91M | Buy |
36,235
+7,539
| +26% | +$397K | 1.35% | 14 |
|
|
2022
Q2 | $1.69M | Buy |
+28,696
| New | +$1.69M | 1.16% | 15 |
|