Carolinas Wealth Consulting’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	–	Sell	-54,032	Closed	-$4.42M	–	255
2025 Q1	$4.42M	Sell	54,032 -2,130	-4%	-$172K	0.95%	24
2024 Q4	$4.25M	Sell	56,162 -1,489	-3%	-$118K	0.83%	28
2024 Q3	$4.82M	Sell	57,651 -124	-0.2%	-$9.98K	0.87%	29
2024 Q2	$4.53M	Sell	57,775 -1,508	-3%	-$119K	0.87%	30
2024 Q1	$4.73M	Buy	59,283 +8,780	+17%	+$672K	0.93%	28
2023 Q4	$3.81M	Sell	50,503 -841	-2%	-$59.4K	0.83%	29
2023 Q3	$3.44M	Sell	51,344 -3,103	-6%	-$222K	0.86%	29
2023 Q2	$3.95M	Buy	54,447 +757	+1%	+$55K	0.78%	31
2023 Q1	$3.84M	Sell	53,690 -231	-0.4%	-$16.2K	0.82%	29
2022 Q4	$3.54M	Buy	53,921 +1,029	+2%	+$64.5K	0.8%	29
2022 Q3	$2.96M	Sell	52,892 -465	-0.9%	-$29K	0.75%	31
2022 Q2	$3.33M	Buy	53,357 +818	+2%	+$55.7K	0.83%	30
2022 Q1	$3.87M	Buy	52,539 +664	+1%	+$49.7K	0.85%	28
2021 Q4	$4.09M	Sell	51,875 -733	-1%	-$58.1K	0.89%	29
2021 Q3	$4.1M	Sell	52,608 -893	-2%	-$71.4K	0.96%	26
2021 Q2	$4.22M	Sell	53,501 -2,228	-4%	-$177K	0.93%	28
2021 Q1	$4.23M	Sell	55,729 -159	-0.3%	-$12K	1.03%	25
2020 Q4	$4.08M	Sell	55,888 -2,374	-4%	-$162K	1.1%	25
2020 Q3	$3.71M	Sell	58,262 -273	-0.5%	-$17.5K	1.25%	23
2020 Q2	$3.56M	Sell	58,535 -5,680	-9%	-$328K	1.4%	21
2020 Q1	$3.44M	Buy	64,215 +44,478	+225%	+$2.82M	1.86%	16
2019 Q4	$1.36M	Buy	+19,737	New	+$1.33M	1.42%	24