Plancorp LLC’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 | $10.4M | Buy |
124,900
+22,949
| +23% | +$1.92M | 0.36% | 33 |
|
|
2025
Q1 | $7.71M | Sell |
101,951
-1,091
| -1% | -$82.5K | 0.31% | 36 |
|
|
2024
Q4 | $7.24M | Buy |
103,042
+456
| +0.4% | +$32K | 0.3% | 33 |
|
|
2024
Q3 | $8.01M | Sell |
102,586
-27
| -0% | -$2.11K | 0.33% | 31 |
|
|
2024
Q2 | $7.45M | Sell |
102,613
-6,652
| -6% | -$483K | 0.32% | 31 |
|
|
2024
Q1 | $8.11M | Buy |
109,265
+124
| +0.1% | +$9.2K | 0.35% | 31 |
|
|
2023
Q4 | $7.68M | Buy |
109,141
+26,866
| +33% | +$1.89M | 0.37% | 30 |
|
|
2023
Q3 | $5.29M | Buy |
82,275
+54,278
| +194% | +$3.49M | 0.28% | 36 |
|
|
2023
Q2 | $1.89M | Sell |
27,997
-48,941
| -64% | -$3.3M | 0.1% | 73 |
|
|
2023
Q1 | $5.14M | Buy |
76,938
+600
| +0.8% | +$40.1K | 0.29% | 35 |
|
|
2022
Q4 | $4.71M | Sell |
76,338
-1,353
| -2% | -$83.4K | 0.28% | 36 |
|
|
2022
Q3 | $4.09M | Sell |
77,691
-15,154
| -16% | -$798K | 0.27% | 35 |
|
|
2022
Q2 | $5.46M | Buy |
92,845
+1,965
| +2% | +$116K | 0.34% | 29 |
|
|
2022
Q1 | $6.32M | Sell |
90,880
-16
| -0% | -$1.11K | 0.41% | 25 |
|
|
2021
Q4 | $6.79M | Buy |
90,896
+6,501
| +8% | +$485K | 0.43% | 25 |
|
|
2021
Q3 | $6.27M | Buy |
84,395
+254
| +0.3% | +$18.9K | 0.43% | 23 |
|
|
2021
Q2 | $6.3M | Buy |
84,141
+16
| +0% | +$1.2K | 0.49% | 22 |
|
|
2021
Q1 | $6.06M | Buy |
84,125
+498
| +0.6% | +$35.9K | 1.34% | 17 |
|
|
2020
Q4 | $5.78M | Buy |
83,627
+75,512
| +931% | +$5.22M | 1.42% | 16 |
|
|
2020
Q3 | $489K | Sell |
8,115
-76,066
| -90% | -$4.58M | 0.15% | 104 |
|
|
2020
Q2 | $4.81M | Buy |
84,181
+22,116
| +36% | +$1.26M | 1.45% | 19 |
|
|
2020
Q1 | $3.1M | Buy |
+62,065
| New | +$3.1M | 1.2% | 21 |
|