Atlas Private Wealth Advisors’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	–	Sell	-2,593	Closed	-$217K	–	161
2025 Q2	$217K	Sell	2,593 -1,024	-28%	-$81.3K	0.03%	187
2025 Q1	$274K	Sell	3,617 -32	-0.9%	-$2.39K	0.04%	152
2024 Q4	$256K	Buy	3,649 +1	+0%	+$74	0.04%	144
2024 Q3	$285K	Sell	3,648 -2	-0.1%	-$150	0.04%	126
2024 Q2	$265K	Buy	+3,650	New	+$269K	0.04%	130
2024 Q1	–	Sell	-3,670	Closed	-$258K	–	135
2023 Q4	$258K	Buy	3,670 +4	+0.1%	+$264	0.05%	136
2023 Q3	$236K	Buy	3,666 +458	+14%	+$30.7K	0.04%	160
2023 Q2	$217K	Buy	+3,208	New	+$218K	0.04%	168
2021 Q4	–	Sell	-1,508	Closed	-$112K	–	409
2021 Q3	$112K	Buy	1,508 +21	+1%	+$1.6K	0.06%	165
2021 Q2	$111K	Sell	1,487 -51	-3%	-$3.85K	0.06%	151
2021 Q1	$111K	Hold	1,538	–	–	0.06%	152
2020 Q4	$106K	Buy	1,538 +1	+0.1%	+$65	0.07%	150
2020 Q3	$93K	Hold	1,537	–	–	0.08%	150
2020 Q2	$88K	Buy	+1,537	New	+$83.3K	0.08%	154