UFPG
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United Financial Planning Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

United Financial Planning Group’s Portfolio IEFA Stock Details IEFA Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$141K Sell
2025
Q4 		$149K Buy