Catalyst Financial Partners’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$311K	Buy	+4,905	New	+$311K	0.03%	229
2025 Q1	–	Sell	-4,153	Closed	-$218K	–	289
2024 Q4	$218K	Buy	4,153 +651	+19%	+$34.2K	0.04%	254
2024 Q3	$201K	Buy	+3,502	New	+$201K	0.04%	268