Atria Wealth Solutions’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 Q2	$17.8M	Sell	212,827 -156,517	-42%	-$12.4M	0.4%	48
2025 Q1	$27.9M	Sell	369,344 -120,793	-25%	-$9.03M	0.34%	56
2024 Q4	$34.4M	Buy	490,137 +66,520	+16%	+$4.91M	0.38%	49
2024 Q3	$33.1M	Sell	423,617 -68,145	-14%	-$5.1M	0.36%	49
2024 Q2	$35.7M	Sell	491,762 -14,002	-3%	-$1.03M	0.4%	43
2024 Q1	$37.5M	Buy	505,764 +29,869	+6%	+$2.13M	0.42%	37
2023 Q4	$33.5M	Buy	475,895 +55,440	+13%	+$3.65M	0.42%	39
2023 Q3	$27.1M	Buy	420,455 +25,556	+6%	+$1.71M	0.38%	50
2023 Q2	$26.7M	Sell	394,899 -12,976	-3%	-$880K	0.36%	47
2023 Q1	$27.3M	Sell	407,875 -16,457	-4%	-$1.08M	0.4%	43
2022 Q4	$26.2M	Sell	424,332 -761	-0.2%	-$44.8K	0.42%	42
2022 Q3	$22.4M	Buy	425,093 +32,180	+8%	+$1.89M	0.39%	46
2022 Q2	$23.1M	Buy	392,913 +42,408	+12%	+$2.72M	0.46%	44
2022 Q1	$24.4M	Buy	+350,505	New	+$24.8M	0.41%	41