Avondale Wealth Management’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
2026 Q2	–	Sell	-4,500	Closed	-$407K	–	70
2026 Q1	$407K	Hold	4,500	–	–	0.2%	48
2025 Q4	$403K	Buy	4,500 +1,250	+38%	+$111K	0.21%	45
2025 Q3	$284K	Buy	3,250 +1,250	+63%	+$106K	0.15%	51
2025 Q2	$167K	Hold	2,000	–	–	0.09%	58
2025 Q1	$151K	Hold	2,000	–	–	0.1%	53
2024 Q4	$141K	Hold	2,000	–	–	0.09%	53
2024 Q3	$156K	Hold	2,000	–	–	0.1%	51
2024 Q2	$145K	Sell	2,000 -3,000	-60%	-$221K	0.1%	56
2024 Q1	$371K	Hold	5,000	–	–	0.26%	35
2023 Q4	$352K	Hold	5,000	–	–	0.28%	31
2023 Q3	$322K	Sell	5,000 -8,871	-64%	-$594K	0.28%	34
2023 Q2	$936K	Sell	13,871 -1,500	-10%	-$102K	0.79%	19
2023 Q1	$1.03M	Buy	15,371 +11,701	+319%	+$767K	0.89%	15
2022 Q4	$226K	Buy	+3,670	New	+$216K	0.2%	34
2020 Q2	–	Sell	-71,250	Closed	-$3.56M	–	96
2020 Q1	$3.56M	Sell	71,250 -17,395	-20%	-$1.04M	5.61%	8
2019 Q4	$5.78M	Buy	88,645 +7,656	+9%	+$486K	8.48%	5
2019 Q3	$4.95M	Sell	80,989 -57,250	-41%	-$3.46M	8.16%	5
2019 Q2	$8.49M	Buy	138,239 +1,439	+1%	+$88.2K	6.24%	7
2019 Q1	$8.31M	Sell	136,800 -11,914	-8%	-$703K	6.39%	7
2018 Q4	$8.18M	Buy	148,714 +114,756	+338%	+$6.73M	6.79%	7
2018 Q3	$2.18M	Sell	33,958 -280,312	-89%	-$17.9M	2.06%	7
2018 Q2	$19.9M	Buy	314,270 +12,331	+4%	+$816K	16.51%	3
2018 Q1	$19.9M	Buy	301,939 +59,514	+25%	+$4M	16.32%	3
2017 Q4	$16M	Buy	+242,425	New	+$15.8M	14.02%	2