Atria Wealth Solutions’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
2025 Q2	$6.9M	Sell	77,164 -33,228	-30%	-$2.84M	0.16%	146
2025 Q1	$9.02M	Sell	110,392 -82,861	-43%	-$6.68M	0.11%	202
2024 Q4	$14.6M	Buy	193,253 +2,604	+1%	+$206K	0.16%	134
2024 Q3	$15.9M	Sell	190,649 -4,939	-3%	-$397K	0.17%	125
2024 Q2	$15.3M	Buy	195,588 +727	+0.4%	+$57.6K	0.17%	127
2024 Q1	$15.6M	Buy	194,861 +3,001	+2%	+$230K	0.18%	125
2023 Q4	$14.5M	Buy	191,860 +11,898	+7%	+$841K	0.18%	120
2023 Q3	$12.4M	Buy	179,962 +5,292	+3%	+$379K	0.17%	128
2023 Q2	$12.7M	Buy	174,670 +28,854	+20%	+$2.1M	0.17%	127
2023 Q1	$10.4M	Buy	145,816 +2,934	+2%	+$205K	0.15%	142
2022 Q4	$9.38M	Buy	142,882 +8,817	+7%	+$552K	0.15%	145
2022 Q3	$7.51M	Buy	134,065 +21,910	+20%	+$1.37M	0.13%	163
2022 Q2	$7.01M	Sell	112,155 -8,896	-7%	-$605K	0.14%	166
2022 Q1	$8.91M	Buy	+121,051	New	+$9.05M	0.15%	148