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Retirement Planning Company of New England’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Retirement Planning Company of New England’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
2022
Q1 		– Sell
-41
Closed -$3K – 526
2021
Q4 		$3K Buy
+41
New +$3.08K ﹤0.01% 817

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Retirement Planning Company of New England's IEFA Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2022, closing a stake of 41 shares — an estimated $3K sold.

Retirement Planning Company of New England first reported a position in IEFA in Q4 2021 and held it in 1 quarter. The position peaked at $3K in Q4 2021. 1,519 funds tracked by Wall St. Rank hold IEFA as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 41 iShares Core MSCI EAFE ETF shares in Q1 2022, an estimated $3K.
  • Retirement Planning Company of New England first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's iShares Core MSCI EAFE ETF position peaked at $3K in Q4 2021.
  • 1,519 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.