Planning Solutions Group’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
2019
Q2
$14M Sell
228,452
-2,560
-1% -$157K 7.22% 2
2019
Q1
$14M Sell
231,012
-10,426
-4% -$634K 7.52% 2
2018
Q4
$13.3M Buy
+241,438
New +$13.3M 8.08% 2