Planning Alternatives’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 | $554K | Sell |
6,631
-42
| -0.6% | -$3.51K | 0.08% | 49 |
|
|
2025
Q1 | $505K | Sell |
6,673
-974
| -13% | -$73.7K | 0.08% | 44 |
|
|
2024
Q4 | $537K | Sell |
7,647
-491
| -6% | -$34.5K | 0.08% | 38 |
|
|
2024
Q3 | $635K | Buy |
8,138
+518
| +7% | +$40.4K | 0.1% | 35 |
|
|
2024
Q2 | $553K | Sell |
7,620
-518
| -6% | -$37.6K | 0.09% | 36 |
|
|
2024
Q1 | $604K | Buy |
8,138
+150
| +2% | +$11.1K | 0.1% | 33 |
|
|
2023
Q4 | $562K | Sell |
7,988
-137
| -2% | -$9.64K | 0.1% | 32 |
|
|
2023
Q3 | $523K | Sell |
8,125
-170
| -2% | -$10.9K | 0.1% | 31 |
|
|
2023
Q2 | $560K | Sell |
8,295
-699
| -8% | -$47.2K | 0.1% | 31 |
|
|
2023
Q1 | $601K | Buy |
8,994
+574
| +7% | +$38.4K | 0.12% | 29 |
|
|
2022
Q4 | $519K | Sell |
8,420
-1,979
| -19% | -$122K | 0.09% | 31 |
|
|
2022
Q3 | $548K | Sell |
10,399
-12
| -0.1% | -$632 | 0.11% | 29 |
|
|
2022
Q2 | $613K | Sell |
10,411
-40
| -0.4% | -$2.36K | 0.12% | 29 |
|
|
2022
Q1 | $726K | Sell |
10,451
-144
| -1% | -$10K | 0.12% | 30 |
|
|
2021
Q4 | $791K | Sell |
10,595
-348
| -3% | -$26K | 0.12% | 30 |
|
|
2021
Q3 | $813K | Sell |
10,943
-100
| -0.9% | -$7.43K | 0.13% | 29 |
|
|
2021
Q2 | $827K | Buy |
11,043
+410
| +4% | +$30.7K | 0.14% | 29 |
|
|
2021
Q1 | $766K | Sell |
10,633
-1,563
| -13% | -$113K | 0.13% | 30 |
|
|
2020
Q4 | $843K | Sell |
12,196
-30,727
| -72% | -$2.12M | 0.15% | 29 |
|
|
2020
Q3 | $2.59M | Sell |
42,923
-80,717
| -65% | -$4.86M | 0.49% | 20 |
|
|
2020
Q2 | $7.07M | Sell |
123,640
-21,332
| -15% | -$1.22M | 1.43% | 16 |
|
|
2020
Q1 | $7.23M | Buy |
144,972
+14,598
| +11% | +$728K | 1.68% | 14 |
|
|
2019
Q4 | $8.51M | Buy |
130,374
+8,628
| +7% | +$563K | 1.48% | 17 |
|
|
2019
Q3 | $7.44M | Sell |
121,746
-733
| -0.6% | -$44.8K | 1.36% | 18 |
|
|
2019
Q2 | $7.52M | Sell |
122,479
-1,858
| -1% | -$114K | 1.37% | 18 |
|
|
2019
Q1 | $7.56M | Sell |
124,337
-12,712
| -9% | -$773K | 1.38% | 18 |
|
|
2018
Q4 | $7.54M | Buy |
137,049
+846
| +0.6% | +$46.5K | 1.57% | 17 |
|
|
2018
Q3 | $8.73M | Buy |
136,203
+4,528
| +3% | +$290K | 1.49% | 17 |
|
|
2018
Q2 | $8.34M | Buy |
131,675
+1,203
| +0.9% | +$76.2K | 1.48% | 17 |
|
|
2018
Q1 | $8.6M | Buy |
130,472
+7,574
| +6% | +$499K | 1.56% | 17 |
|
|
2017
Q4 | $8.12M | Buy |
122,898
+2,601
| +2% | +$172K | 1.45% | 16 |
|
|
2017
Q3 | $7.72M | Sell |
120,297
-312
| -0.3% | -$20K | 1.44% | 16 |
|
|
2017
Q2 | $7.34M | Buy |
120,609
+257
| +0.2% | +$15.6K | 1.4% | 16 |
|
|
2017
Q1 | $6.97M | Buy |
120,352
+7,260
| +6% | +$421K | 1.35% | 17 |
|
|
2016
Q4 | $6.07M | Buy |
113,092
+13,886
| +14% | +$745K | 1.25% | 17 |
|
|
2016
Q3 | $5.47M | Buy |
99,206
+8,367
| +9% | +$461K | 1.17% | 19 |
|
|
2016
Q2 | $4.71M | Buy |
90,839
+2,767
| +3% | +$144K | 1.03% | 20 |
|
|
2016
Q1 | $4.68M | Buy |
88,072
+39,638
| +82% | +$2.11M | 1.03% | 20 |
|
|
2015
Q4 | $2.63M | Buy |
48,434
+6,587
| +16% | +$358K | 0.61% | 23 |
|
|
2015
Q3 | $2.21M | Sell |
41,847
-523
| -1% | -$27.6K | 0.54% | 24 |
|
|
2015
Q2 | $2.47M | Buy |
42,370
+5,073
| +14% | +$296K | 0.52% | 23 |
|
|
2015
Q1 | $2.18M | Buy |
37,297
+4,035
| +12% | +$236K | 0.5% | 22 |
|
|
2014
Q4 | $1.84M | Buy |
33,262
+15,090
| +83% | +$835K | 0.4% | 26 |
|
|
2014
Q3 | $1.06M | Buy |
18,172
+1,794
| +11% | +$104K | 0.26% | 27 |
|
|
2014
Q2 | $1.02M | Buy |
16,378
+5,960
| +57% | +$371K | 0.25% | 26 |
|
|
2014
Q1 | $636K | Buy |
+10,418
| New | +$636K | 0.19% | 27 |
|