RCS Financial 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 | $798K | Buy |
9,555
+143
| +2% | +$11.9K | 0.4% | 44 |
|
|
2025
Q1 | $712K | Sell |
9,412
-9
| -0.1% | -$681 | 0.38% | 43 |
|
|
2024
Q4 | $662K | Sell |
9,421
-1
| -0% | -$70 | 0.35% | 43 |
|
|
2024
Q3 | $735K | Buy |
9,422
+1
| +0% | +$78 | 0.41% | 36 |
|
|
2024
Q2 | $684K | Hold |
9,421
| – | – | 0.4% | 39 |
|
|
2024
Q1 | $699K | Sell |
9,421
-2
| -0% | -$148 | 0.43% | 41 |
|
|
2023
Q4 | $663K | Sell |
9,423
-33
| -0.3% | -$2.32K | 0.43% | 37 |
|
|
2023
Q3 | $608K | Sell |
9,456
-1,446
| -13% | -$93K | 0.46% | 38 |
|
|
2023
Q2 | $736K | Sell |
10,902
-114
| -1% | -$7.7K | 0.61% | 33 |
|
|
2023
Q1 | $736K | Sell |
11,016
-330
| -3% | -$22.1K | 0.65% | 31 |
|
|
2022
Q4 | $699K | Buy |
+11,346
| New | +$699K | 0.68% | 29 |
|