Planned Solutions’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $8.99M | Buy |
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|
2025
Q2 | $7.78M | Buy |
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|
2025
Q1 | $6.82M | Buy |
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|
2024
Q4 | $6.24M | Buy |
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|
2024
Q3 | $6.81M | Buy |
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|
2024
Q2 | $6.32M | Buy |
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|
2024
Q1 | $6.46M | Sell |
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|
2023
Q4 | $6.13M | Sell |
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|
2023
Q3 | $5.73M | Buy |
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|
2023
Q2 | $5.95M | Buy |
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|
2023
Q1 | $5.81M | Buy |
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|
2022
Q4 | $5.17M | Buy |
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|
2022
Q3 | $4.39M | Buy |
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|
2022
Q2 | $4.4M | Buy |
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|
2022
Q1 | $4.92M | Sell |
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|
2021
Q4 | $5.4M | Buy |
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|
2021
Q2 | $4.84M | Buy |
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|
2021
Q1 | $4.45M | Buy |
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|
2020
Q4 | $3.71M | Buy |
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|
2020
Q3 | $3.15M | Buy |
|