Holistic Planning’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $247K | Buy |
2,769
+229
| +9% | +$20.5K | 0.07% | 191 |
|
|
2025
Q1 | $208K | Buy |
+2,540
| New | +$208K | 0.07% | 184 |
|
|
2024
Q4 | – | Sell |
-2,619
| Closed | -$219K | – | 174 |
|
|
2024
Q3 | $219K | Sell |
2,619
-187
| -7% | -$15.6K | 0.09% | 145 |
|
|
2024
Q2 | $224K | Hold |
2,806
| – | – | 0.17% | 105 |
|
|
2024
Q1 | $224K | Sell |
2,806
-1,483
| -35% | -$118K | 0.17% | 105 |
|
|
2023
Q4 | $323K | Buy |
+4,289
| New | +$323K | 0.27% | 79 |
|