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Planning Center Inc’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Planning Center Inc’s Portfolio IEFA Stock Details IEFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-4,005
Closed -$270K – 65
2023
Q2 		$270K Buy
+4,005
New +$272K 0.07% 52

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Planning Center Inc's IEFA Position: Q3 2023 in Review

Planning Center Inc sold out of iShares Core MSCI EAFE ETF (IEFA) in Q3 2023, closing a stake of 4,005 shares — an estimated $270K sold.

Planning Center Inc first reported a position in IEFA in Q2 2023 and held it in 1 quarter. The position peaked at $270K in Q2 2023. 1,580 funds tracked by Wall St. Rank hold IEFA as of Q3 2023.

  • Planning Center Inc reported no remaining iShares Core MSCI EAFE ETF position as of Q3 2023 after selling out during the quarter.
  • Planning Center Inc sold 4,005 iShares Core MSCI EAFE ETF shares in Q3 2023, an estimated $270K.
  • Planning Center Inc first reported a position in iShares Core MSCI EAFE ETF in Q2 2023 and held it in 1 quarter.
  • Planning Center Inc's iShares Core MSCI EAFE ETF position peaked at $270K in Q2 2023.
  • 1,580 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2023.

Based on Planning Center Inc's 13F filing for Q3 2023, filed 26 Oct 2023.