Plan Group Financial’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	–	Sell	-2,827	Closed	-$214K	–	167
2025 Q1	$214K	Buy	+2,827	New	+$214K	0.08%	140
2024 Q2	–	Sell	-5,018	Closed	-$372K	–	102
2024 Q1	$372K	Buy	5,018 +1,436	+40%	+$107K	0.24%	60
2023 Q4	$252K	Buy	+3,582	New	+$252K	0.22%	59