Partners in 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 | $742K | Buy |
8,893
+116
| +1% | +$9.68K | 0.14% | 56 |
|
|
2025
Q1 | $664K | Hold |
8,777
| – | – | 0.13% | 58 |
|
|
2024
Q4 | $617K | Buy |
8,777
+1,831
| +26% | +$129K | 0.13% | 56 |
|
|
2024
Q3 | $542K | Hold |
6,946
| – | – | 0.11% | 64 |
|
|
2024
Q2 | $505K | Buy |
6,946
+72
| +1% | +$5.23K | 0.11% | 64 |
|
|
2024
Q1 | $510K | Hold |
6,874
| – | – | 0.11% | 61 |
|
|
2023
Q4 | $484K | Buy |
6,874
+30
| +0.4% | +$2.11K | 0.11% | 62 |
|
|
2023
Q3 | $440K | Hold |
6,844
| – | – | 0.11% | 62 |
|
|
2023
Q2 | $462K | Buy |
6,844
+80
| +1% | +$5.4K | 0.12% | 61 |
|
|
2023
Q1 | $452K | Sell |
6,764
-470
| -6% | -$31.4K | 0.12% | 61 |
|
|
2022
Q4 | $450K | Buy |
7,234
+2,408
| +50% | +$150K | 0.12% | 63 |
|
|
2022
Q3 | $295K | Sell |
4,826
-600
| -11% | -$36.7K | 0.08% | 74 |
|
|
2022
Q2 | $320K | Buy |
+5,426
| New | +$320K | 0.1% | 74 |
|
|
2022
Q1 | – | Sell |
-2,843
| Closed | -$203K | – | 92 |
|
|
2021
Q4 | $203K | Buy |
+2,843
| New | +$203K | 0.06% | 92 |
|