Plancorp LLC’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $285K | Sell |
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|
2025
Q2 | $290K | Sell |
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|
2025
Q1 | $270K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $217K | Hold |
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|
2024
Q2 | $203K | Hold |
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|
2024
Q1 | $207K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $215K | Sell |
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|
2021
Q4 | $240K | Hold |
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|
2021
Q3 | $238K | Buy |
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|
2021
Q2 | $217K | Buy |
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|
2021
Q1 | $207K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $416K | Sell |
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|
2019
Q4 | $622K | Buy |
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|
2019
Q3 | $566K | Buy |
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|
2019
Q2 | $462K | Sell |
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|
2019
Q1 | $478K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $228K | Hold |
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|
2018
Q2 | $225K | Sell |
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|
2018
Q1 | $242K | Buy |
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|
2017
Q4 | $204K | Hold |
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|
2017
Q3 | $201K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $825K | Sell |
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|
2016
Q4 | $825K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $608K | Hold |
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|
2015
Q2 | $673K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $1.29M | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $1.67M | Sell |
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|
2014
Q1 | $2.19M | Buy |
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|
2013
Q4 | $934K | Buy |
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