EnRich Financial Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$469K	Buy	5,614 +29	+0.5%	+$2.42K	0.14%	35
2025 Q1	$423K	Buy	5,585 +151	+3%	+$11.4K	0.14%	36
2024 Q4	$382K	Hold	5,434	–	–	0.13%	37
2024 Q3	$424K	Hold	5,434	–	–	0.14%	35
2024 Q2	$395K	Buy	+5,434	New	+$395K	0.14%	35