Spartan Planning & Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,740
Closed -$207K 72
2024
Q4
$207K Buy
+2,740
New +$207K 0.19% 70
2023
Q4
$2.76M Buy
+36,577
New +$2.76M 2.94% 11