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Essential Planning’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Essential Planning’s Portfolio IEFA Stock Details IEFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-16,596
Closed -$1.23M – 172
2024
Q4 		$1.23M Buy
+16,596
New +$1.23M 0.01% 221