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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.84M Buy
2025
Q2
$2.11M Buy
2025
Q1
$316K Hold
2024
Q4
$293K Hold
2024
Q3
$326K Sell
2024
Q2
$325K Buy
2024
Q1
$312K Hold
2023
Q4
$295K Buy