Vertex Planning Partners’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 | $638K | Buy |
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|
2025
Q2 | $554K | Buy |
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|
2025
Q1 | $433K | Buy |
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|
2024
Q4 | $373K | Buy |
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|
2024
Q3 | $404K | Buy |
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|
2024
Q2 | $359K | Sell |
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|
2024
Q1 | $619K | Buy |
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|
2023
Q4 | $221K | Sell |
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|
2023
Q3 | $302K | Buy |
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|
2023
Q2 | $316K | Buy |
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|
2023
Q1 | $305K | Sell |
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|
2022
Q4 | $330K | Buy |
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