Ownership history in Planned Solutions, Inc. · 20 quarters on record
This page tracks every 13F SEC filing in which Planned Solutions, Inc. reported a position in ISHARES CORE MSCI EAFE ETF (IEFA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 128,512 | +25,528 | +24.8% | 3.69% | $11.5M | $89.46 |
| 2025 Q3 | ADDED | 102,984 | +9,747 | +10.5% | 3.09% | $9.0M | $85.66 |
| 2025 Q2 | ADDED | 93,237 | +3,035 | +3.4% | 2.96% | $7.8M | $81.90 |
| 2025 Q1 | ADDED | 90,202 | +1,378 | +1.6% | 2.76% | $6.8M | $72.91 |
| 2024 Q4 | ADDED | 88,824 | +1,532 | +1.8% | 2.52% | $6.2M | $67.73 |
| 2024 Q3 | ADDED | 87,292 | +303 | +0.3% | 2.73% | $6.8M | $74.06 |
| 2024 Q2 | ADDED | 86,989 | +5 | +0.0% | 3.06% | $6.3M | $68.93 |
| 2024 Q1 | REDUCED | 86,984 | -2,095 | -2.4% | 3.17% | $6.5M | $69.20 |
| 2023 Q4 | ADDED | 89,079 | +902 | +1.0% | 3.45% | $5.7M | $65.59 |
| 2023 Q2 | ADDED | 88,177 | +1,337 | +1.5% | 3.52% | $6.0M | $62.07 |
As of 2025 Q4 — sorted by position size