Total Wealth Planning’s iShares MSCI EAFE ETF EFA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$238K Hold
2025
Q2
$228K Buy
2025
Q1
$208K Sell
2024
Q4
$267K Sell
2024
Q3
$396K Hold
2024
Q2
$384K Sell
2024
Q1
$418K Hold
2023
Q4
$394K Buy
2023
Q3
$204K Buy