Peak Planning Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.48M | Buy |
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|
2025
Q4 | $1.31M | Buy |
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|
2025
Q3 | $567K | Buy |
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|
2024
Q4 | $548K | Buy |
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|
2024
Q2 | $589K | Buy |
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|
2024
Q1 | $301K | Sell |
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|
2023
Q4 | $365K | Sell |
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|
2023
Q3 | $505K | Sell |
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|
2023
Q2 | $617K | Buy |
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|
2023
Q1 | $602K | Hold |
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|
2022
Q4 | $555K | Buy |
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|
2022
Q3 | $473K | Sell |
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|
2022
Q2 | $552K | Buy |
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|
2021
Q4 | $780K | Buy |
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|
2021
Q3 | $752K | Buy |
|