Aaron Wealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.13M	Sell	63,106 -193	-0.3%	-$19.3K	0.35%	35
2025 Q4	$6.08M	Sell	63,299 -34	-0.1%	-$3.23K	0.33%	36
2025 Q3	$5.91M	Sell	63,333 -9,275	-13%	-$843K	0.35%	35
2025 Q2	$6.49M	Hold	72,608	–	–	0.66%	26
2025 Q1	$5.93M	Sell	72,608 -2,346	-3%	-$189K	0.68%	22
2024 Q4	$5.67M	Buy	74,954 +136	+0.2%	+$10.8K	0.66%	25
2024 Q3	$6.26M	Sell	74,818 -39	-0.1%	-$3.14K	0.75%	20
2024 Q2	$5.86M	Buy	74,857 +5,583	+8%	+$442K	0.81%	19
2024 Q1	$5.53M	Hold	69,274	–	–	0.79%	20
2023 Q4	$5.22M	Hold	69,274	–	–	0.87%	17
2023 Q3	$4.77M	Sell	69,274 -145	-0.2%	-$10.4K	0.62%	29
2023 Q2	$5.03M	Hold	69,419	–	–	0.65%	31
2023 Q1	$4.96M	Hold	69,419	–	–	0.68%	33
2022 Q4	$4.56M	Hold	69,419	–	–	0.67%	33
2022 Q3	$3.89M	Sell	69,419 -641	-0.9%	-$40K	0.72%	35
2022 Q2	$4.38M	Sell	70,060 -4,869,677	-99%	-$331M	1.1%	22
2022 Q1	$67.1M	Buy	4,939,737 +4,872,621	+7,260%	+$364M	0.93%	19
2021 Q4	$5.28M	Hold	67,116	–	–	1.48%	17
2021 Q3	$5.24M	Buy	67,116 +641	+1%	+$51.3K	1.48%	16
2021 Q2	$5.24M	Hold	66,475	–	–	1.73%	14
2021 Q1	$5.04M	Hold	66,475	–	–	1.85%	14
2020 Q4	$4.85M	Buy	+66,475	New	+$4.55M	1.78%	18