Keener 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 | $306K | Buy |
3,668
+865
| +31% | +$72.2K | 0.15% | 37 |
|
|
2025
Q1 | $212K | Hold |
2,803
| – | – | 0.14% | 38 |
|
|
2024
Q4 | $196K | Buy |
+2,803
| New | +$196K | 0.12% | 46 |
|
|
2024
Q3 | – | Sell |
-2,792
| Closed | -$202K | – | 184 |
|
|
2024
Q2 | $202K | Sell |
2,792
-1,568
| -36% | -$113K | 0.13% | 42 |
|
|
2024
Q1 | $324K | Hold |
4,360
| – | – | 0.22% | 31 |
|
|
2023
Q4 | $307K | Buy |
+4,360
| New | +$307K | 0.24% | 28 |
|