Vertex Planning Partners’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $369K | Buy |
4,128
+57
| +1% | +$5.1K | 0.08% | 132 |
|
|
2025
Q1 | $333K | Sell |
4,071
-7
| -0.2% | -$572 | 0.07% | 136 |
|
|
2024
Q4 | $308K | Buy |
4,078
+53
| +1% | +$4.01K | 0.07% | 144 |
|
|
2024
Q3 | $337K | Sell |
4,025
-102
| -2% | -$8.53K | 0.08% | 118 |
|
|
2024
Q2 | $323K | Buy |
4,127
+66
| +2% | +$5.17K | 0.08% | 114 |
|
|
2024
Q1 | $324K | Hold |
4,061
| – | – | 0.09% | 118 |
|
|
2023
Q4 | $306K | Buy |
4,061
+45
| +1% | +$3.39K | 0.09% | 116 |
|
|
2023
Q3 | $277K | Hold |
4,016
| – | – | 0.1% | 111 |
|
|
2023
Q2 | $291K | Buy |
4,016
+64
| +2% | +$4.64K | 0.1% | 111 |
|
|
2023
Q1 | $283K | Sell |
3,952
-254
| -6% | -$18.2K | 0.11% | 96 |
|
|
2022
Q4 | $276K | Buy |
+4,206
| New | +$276K | 0.11% | 113 |
|