Phillips Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $475K | Sell |
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|
2025
Q2 | $447K | Buy |
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|
2025
Q1 | $394K | Sell |
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|
2024
Q4 | $421K | Buy |
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|
2024
Q3 | $400K | Buy |
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|
2024
Q2 | $391K | Buy |
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|
2024
Q1 | $364K | Sell |
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|
2023
Q4 | $382K | Buy |
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|
2023
Q3 | $267K | Sell |
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|
2023
Q2 | $292K | Sell |
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|
2023
Q1 | $315K | Sell |
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|
2022
Q4 | $328K | Buy |
|