PS
Planned Solutions’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $228K | Hold |
2,554
| – | – | 0.09% | 108 |
|
|
2025
Q1 | $209K | Buy |
+2,554
| New | +$209K | 0.08% | 110 |
|
|
2024
Q4 | – | Sell |
-2,554
| Closed | -$214K | – | 252 |
|
|
2024
Q3 | $214K | Hold |
2,554
| – | – | 0.09% | 105 |
|
|
2024
Q2 | $200K | Hold |
2,554
| – | – | 0.1% | 100 |
|
|
2024
Q1 | $204K | Hold |
2,554
| – | – | 0.1% | 98 |
|
|
2023
Q4 | $192K | Buy |
+2,554
| New | +$192K | 0.09% | 88 |
|
|
2022
Q1 | – | Sell |
-2,554
| Closed | -$201K | – | 72 |
|
|
2021
Q4 | $201K | Buy |
+2,554
| New | +$201K | 0.13% | 77 |
|
|
2021
Q2 | $201K | Buy |
+2,554
| New | +$201K | 0.14% | 67 |
|
|
2021
Q1 | – | Sell |
-267
| Closed | -$19K | – | 157 |
|
|
2020
Q4 | $19K | Hold |
267
| – | – | 0.02% | 285 |
|
|
2020
Q3 | $17K | Buy |
+267
| New | +$17K | 0.02% | 225 |
|