Total Wealth Planning’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 | $2.11M | Buy |
25,251
+21,078
| +505% | +$1.76M | 0.27% | 46 |
|
|
2025
Q1 | $316K | Hold |
4,173
| – | – | 0.05% | 75 |
|
|
2024
Q4 | $293K | Hold |
4,173
| – | – | 0.05% | 82 |
|
|
2024
Q3 | $326K | Sell |
4,173
-127
| -3% | -$9.91K | 0.05% | 76 |
|
|
2024
Q2 | $325K | Buy |
4,300
+100
| +2% | +$7.55K | 0.05% | 76 |
|
|
2024
Q1 | $312K | Hold |
4,200
| – | – | 0.05% | 79 |
|
|
2023
Q4 | $295K | Buy |
+4,200
| New | +$295K | 0.05% | 80 |
|