Vertex Planning Partners’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 | $391K | Buy |
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|
2025
Q2 | $369K | Buy |
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|
2025
Q1 | $333K | Sell |
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|
2024
Q4 | $308K | Buy |
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|
2024
Q3 | $337K | Sell |
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|
2024
Q2 | $323K | Buy |
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|
2024
Q1 | $324K | Hold |
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|
2023
Q4 | $306K | Buy |
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|
2023
Q3 | $277K | Hold |
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|
2023
Q2 | $291K | Buy |
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|
2023
Q1 | $283K | Sell |
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|
2022
Q4 | $276K | Buy |
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