PDS 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 | $15.9M | Buy |
189,954
+285
| +0.2% | +$23.8K | 1.18% | 18 |
|
|
2025
Q1 | $14.3M | Sell |
189,669
-2,273
| -1% | -$172K | 1.21% | 20 |
|
|
2024
Q4 | $13.5M | Buy |
191,942
+1,236
| +0.6% | +$86.9K | 1.2% | 19 |
|
|
2024
Q3 | $14.9M | Sell |
190,706
-2,201
| -1% | -$172K | 1.33% | 17 |
|
|
2024
Q2 | $14M | Buy |
192,907
+7,556
| +4% | +$549K | 1.41% | 16 |
|
|
2024
Q1 | $13.8M | Sell |
185,351
-1,884
| -1% | -$140K | 1.45% | 15 |
|
|
2023
Q4 | $13.2M | Buy |
187,235
+4,417
| +2% | +$311K | 1.5% | 15 |
|
|
2023
Q3 | $11.8M | Buy |
182,818
+13,056
| +8% | +$840K | 1.52% | 16 |
|
|
2023
Q2 | $11.5M | Buy |
169,762
+2,129
| +1% | +$144K | 1.47% | 17 |
|
|
2023
Q1 | $11.2M | Buy |
167,633
+2,254
| +1% | +$151K | 1.55% | 16 |
|
|
2022
Q4 | $10.2M | Buy |
165,379
+14,948
| +10% | +$921K | 1.63% | 16 |
|
|
2022
Q3 | $7.92M | Buy |
150,431
+25,832
| +21% | +$1.36M | 1.44% | 16 |
|
|
2022
Q2 | $7.33M | Buy |
124,599
+13,436
| +12% | +$791K | 1.33% | 16 |
|
|
2022
Q1 | $7.73M | Buy |
111,163
+17,001
| +18% | +$1.18M | 1.36% | 16 |
|
|
2021
Q4 | $7.03M | Sell |
94,162
-921
| -1% | -$68.7K | 1.34% | 16 |
|
|
2021
Q3 | $7.06M | Sell |
95,083
-154
| -0.2% | -$11.4K | 1.63% | 14 |
|
|
2021
Q2 | $7.13M | Buy |
95,237
+662
| +0.7% | +$49.6K | 1.74% | 15 |
|
|
2021
Q1 | $6.81M | Sell |
94,575
-149
| -0.2% | -$10.7K | 1.98% | 14 |
|
|
2020
Q4 | $6.54M | Buy |
94,724
+2,930
| +3% | +$202K | 2.25% | 11 |
|
|
2020
Q3 | $5.53M | Sell |
91,794
-6,830
| -7% | -$412K | 2.25% | 12 |
|
|
2020
Q2 | $5.64M | Buy |
+98,624
| New | +$5.64M | 2.55% | 11 |
|