Phillips Wealth Planners’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 | $447K | Buy |
5,369
+3
| +0.1% | +$250 | 0.41% | 79 |
|
|
2025
Q1 | $394K | Sell |
5,366
-670
| -11% | -$49.2K | 0.42% | 84 |
|
|
2024
Q4 | $421K | Buy |
6,036
+763
| +14% | +$53.2K | 0.42% | 74 |
|
|
2024
Q3 | $400K | Buy |
5,273
+36
| +0.7% | +$2.73K | 0.38% | 92 |
|
|
2024
Q2 | $391K | Buy |
5,237
+108
| +2% | +$8.06K | 0.41% | 83 |
|
|
2024
Q1 | $364K | Sell |
5,129
-429
| -8% | -$30.4K | 0.42% | 83 |
|
|
2023
Q4 | $382K | Buy |
5,558
+1,294
| +30% | +$89K | 0.46% | 76 |
|
|
2023
Q3 | $267K | Sell |
4,264
-63
| -1% | -$3.94K | 0.36% | 109 |
|
|
2023
Q2 | $292K | Sell |
4,327
-258
| -6% | -$17.4K | 0.38% | 95 |
|
|
2023
Q1 | $315K | Sell |
4,585
-321
| -7% | -$22.1K | 0.42% | 90 |
|
|
2022
Q4 | $328K | Buy |
+4,906
| New | +$328K | 0.57% | 63 |
|