WealthPLAN 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
Q4 | $429K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $97K | Sell |
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|
2023
Q1 | $183K | Buy |
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|
2022
Q1 | $354K | Buy |
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|
2021
Q4 | $336K | Buy |
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|
2021
Q3 | $308K | Sell |
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|
2021
Q2 | $318K | Sell |
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|
2021
Q1 | $361K | Buy |
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|
2020
Q4 | $335K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $207K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $214K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $410K | Sell |
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|
2019
Q1 | $464K | Buy |
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|
2018
Q4 | $309K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $449K | Buy |
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|
2018
Q1 | $462K | Buy |
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|
2017
Q4 | $459K | Sell |
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|
2017
Q3 | $457K | Buy |
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|
2017
Q2 | $417K | Buy |
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|
2016
Q3 | $67.7K | Buy |
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|
2016
Q2 | $12.3K | Buy |
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|
2015
Q4 | $22.6K | Buy |
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