Retirement Planning Group (Kansas)’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 | $415K | Sell |
4,974
-93
| -2% | -$7.76K | 0.02% | 226 |
|
|
2025
Q1 | $383K | Buy |
5,067
+20
| +0.4% | +$1.51K | 0.02% | 221 |
|
|
2024
Q4 | $355K | Buy |
5,047
+1,350
| +37% | +$94.9K | 0.02% | 215 |
|
|
2024
Q3 | $289K | Hold |
3,697
| – | – | 0.02% | 233 |
|
|
2024
Q2 | $269K | Buy |
3,697
+5
| +0.1% | +$363 | 0.02% | 206 |
|
|
2024
Q1 | $274K | Sell |
3,692
-138
| -4% | -$10.2K | 0.02% | 187 |
|
|
2023
Q4 | $269K | Sell |
3,830
-662
| -15% | -$46.6K | 0.02% | 148 |
|
|
2023
Q3 | $289K | Sell |
4,492
-53
| -1% | -$3.41K | 0.03% | 126 |
|
|
2023
Q2 | $307K | Hold |
4,545
| – | – | 0.03% | 126 |
|
|
2023
Q1 | $304K | Sell |
4,545
-1,064
| -19% | -$71.1K | 0.03% | 115 |
|
|
2022
Q4 | $346K | Sell |
5,609
-328
| -6% | -$20.2K | 0.04% | 105 |
|
|
2022
Q3 | $313K | Sell |
5,937
-36
| -0.6% | -$1.9K | 0.04% | 105 |
|
|
2022
Q2 | $351K | Sell |
5,973
-475
| -7% | -$27.9K | 0.04% | 88 |
|
|
2022
Q1 | $448K | Sell |
6,448
-36
| -0.6% | -$2.5K | 0.05% | 75 |
|
|
2021
Q4 | $484K | Sell |
6,484
-250
| -4% | -$18.7K | 0.05% | 71 |
|
|
2021
Q3 | $500K | Sell |
6,734
-232
| -3% | -$17.2K | 0.06% | 55 |
|
|
2021
Q2 | $521K | Sell |
6,966
-116
| -2% | -$8.68K | 0.06% | 58 |
|
|
2021
Q1 | $510K | Buy |
7,082
+127
| +2% | +$9.15K | 0.07% | 45 |
|
|
2020
Q4 | $481K | Sell |
6,955
-826
| -11% | -$57.1K | 0.07% | 46 |
|
|
2020
Q3 | $469K | Sell |
7,781
-2,359
| -23% | -$142K | 0.08% | 46 |
|
|
2020
Q2 | $580K | Buy |
+10,140
| New | +$580K | 0.11% | 38 |
|
|
2013
Q4 | – | Sell |
-8,821
| Closed | -$508K | – | 77 |
|
|
2013
Q3 | $508K | Buy |
8,821
+2,000
| +29% | +$115K | 0.18% | 48 |
|
|
2013
Q2 | $351K | Buy |
+6,821
| New | +$351K | 0.14% | 62 |
|