Planned Solutions’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 | $7.78M | Buy |
93,237
+3,035
| +3% | +$253K | 2.96% | 8 |
|
|
2025
Q1 | $6.82M | Buy |
90,202
+1,378
| +2% | +$104K | 2.76% | 10 |
|
|
2024
Q4 | $6.24M | Buy |
88,824
+1,532
| +2% | +$108K | 2.52% | 10 |
|
|
2024
Q3 | $6.81M | Buy |
87,292
+303
| +0.3% | +$23.6K | 2.73% | 10 |
|
|
2024
Q2 | $6.32M | Buy |
86,989
+5
| +0% | +$363 | 3.06% | 10 |
|
|
2024
Q1 | $6.46M | Sell |
86,984
-185
| -0.2% | -$13.7K | 3.17% | 10 |
|
|
2023
Q4 | $6.13M | Sell |
87,169
-1,910
| -2% | -$134K | 2.87% | 11 |
|
|
2023
Q3 | $5.73M | Buy |
89,079
+902
| +1% | +$58K | 3.45% | 10 |
|
|
2023
Q2 | $5.95M | Buy |
88,177
+1,337
| +2% | +$90.2K | 3.52% | 10 |
|
|
2023
Q1 | $5.81M | Buy |
86,840
+3,017
| +4% | +$202K | 3.68% | 9 |
|
|
2022
Q4 | $5.17M | Buy |
83,823
+376
| +0.5% | +$23.2K | 3.78% | 8 |
|
|
2022
Q3 | $4.4M | Buy |
83,447
+8,687
| +12% | +$458K | 3.67% | 8 |
|
|
2022
Q2 | $4.4M | Buy |
74,760
+4,032
| +6% | +$237K | 4.11% | 5 |
|
|
2022
Q1 | $4.92M | Sell |
70,728
-1,646
| -2% | -$114K | 3.43% | 7 |
|
|
2021
Q4 | $5.4M | Buy |
+72,374
| New | +$5.4M | 3.61% | 7 |
|
|
2021
Q2 | $4.84M | Buy |
64,674
+2,912
| +5% | +$218K | 3.35% | 8 |
|
|
2021
Q1 | $4.45M | Buy |
61,762
+8,141
| +15% | +$587K | 3.47% | 8 |
|
|
2020
Q4 | $3.71M | Buy |
53,621
+1,318
| +3% | +$91.1K | 2.97% | 8 |
|
|
2020
Q3 | $3.15M | Buy |
+52,303
| New | +$3.15M | 3.08% | 8 |
|