Life Planning Partners’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 | $10.4M | Buy |
125,172
+3,443
| +3% | +$287K | 8.32% | 2 |
|
|
2025
Q1 | $9.21M | Buy |
121,729
+1,696
| +1% | +$128K | 8.34% | 2 |
|
|
2024
Q4 | $8.44M | Sell |
120,033
-133
| -0.1% | -$9.35K | 7.8% | 2 |
|
|
2024
Q3 | $9.38M | Buy |
120,166
+2,851
| +2% | +$223K | 8.37% | 2 |
|
|
2024
Q2 | $8.52M | Buy |
117,315
+4,101
| +4% | +$298K | 7.74% | 2 |
|
|
2024
Q1 | $8.4M | Buy |
113,214
+5,848
| +5% | +$434K | 8.37% | 2 |
|
|
2023
Q4 | $7.55M | Buy |
+107,366
| New | +$7.55M | 7.43% | 2 |
|
|
2022
Q3 | $6.29M | Sell |
119,443
-5,558
| -4% | -$293K | 7.21% | 3 |
|
|
2022
Q2 | $7.36M | Sell |
125,001
-948
| -0.8% | -$55.8K | 8.27% | 2 |
|
|
2022
Q1 | $8.76M | Buy |
125,949
+81
| +0.1% | +$5.63K | 8.92% | 2 |
|
|
2021
Q4 | $9.39M | Buy |
+125,868
| New | +$9.39M | 9.45% | 2 |
|