Vertex Planning Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Vertex Planning Partners’s Portfolio IEFA Stock Details IEFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$554K	Buy
2025 Q1	$433K	Buy
2024 Q4	$373K	Buy
2024 Q3	$404K	Buy
2024 Q2	$359K	Sell
2024 Q1	$619K	Buy
2023 Q4	$221K	Sell
2023 Q3	$302K	Buy
2023 Q2	$316K	Buy
2023 Q1	$305K	Sell
2022 Q4	$330K	Buy