Prosperity Planning’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 | $212K | Sell |
2,535
-219
| -8% | -$18.3K | 0.06% | 103 |
|
|
2025
Q1 | $208K | Sell |
2,754
-262
| -9% | -$19.8K | 0.07% | 102 |
|
|
2024
Q4 | $212K | Hold |
3,016
| – | – | 0.07% | 101 |
|
|
2024
Q3 | $235K | Sell |
3,016
-22
| -0.7% | -$1.72K | 0.07% | 99 |
|
|
2024
Q2 | $221K | Sell |
3,038
-36
| -1% | -$2.62K | 0.08% | 97 |
|
|
2024
Q1 | $228K | Sell |
3,074
-18
| -0.6% | -$1.34K | 0.08% | 90 |
|
|
2023
Q4 | $218K | Buy |
+3,092
| New | +$218K | 0.08% | 90 |
|
|
2023
Q3 | – | Sell |
-3,134
| Closed | -$212K | – | 89 |
|
|
2023
Q2 | $212K | Sell |
3,134
-28
| -0.9% | -$1.89K | 0.09% | 87 |
|
|
2023
Q1 | $211K | Buy |
+3,162
| New | +$211K | 0.09% | 86 |
|
|
2022
Q2 | – | Sell |
-3,130
| Closed | -$218K | – | 98 |
|
|
2022
Q1 | $218K | Hold |
3,130
| – | – | 0.11% | 69 |
|
|
2021
Q4 | $234K | Hold |
3,130
| – | – | 0.12% | 70 |
|
|
2021
Q3 | $232K | Buy |
+3,130
| New | +$232K | 0.13% | 71 |
|