Holistic 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	$580K	Buy	6,946 +2,371	+52%	+$198K	0.17%	107
2025 Q1	$346K	Sell	4,575 -38	-0.8%	-$2.88K	0.12%	125
2024 Q4	$324K	Buy	4,613 +316	+7%	+$22.2K	0.12%	124
2024 Q3	$335K	Buy	+4,297	New	+$335K	0.14%	106