Plum Street Advisors’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 | $266K | Buy |
3,185
+50
| +2% | +$4.17K | 0.12% | 79 |
|
|
2025
Q1 | $237K | Sell |
3,135
-35
| -1% | -$2.65K | 0.11% | 79 |
|
|
2024
Q4 | $223K | Sell |
3,170
-73
| -2% | -$5.13K | 0.11% | 76 |
|
|
2024
Q3 | $253K | Buy |
+3,243
| New | +$253K | 0.13% | 78 |
|
|
2024
Q2 | – | Sell |
-3,243
| Closed | -$253K | – | 76 |
|
|
2024
Q1 | $253K | Buy |
+3,243
| New | +$253K | 0.13% | 78 |
|