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Essential Planning’s iShares MSCI EAFE ETF EFA Stock Holding History

Essential Planning’s Portfolio EFA Stock Details EFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-65,260
Closed -$5.17M – 139
2024
Q4 		$5.17M Buy
+65,260
New +$5.17M 0.03% 116