Family Management’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
2020 Q2	–	Sell	-1,517	Closed	-$76K	–	162
2020 Q1	$76K	Sell	1,517 -4,007	-73%	-$201K	0.04%	141
2019 Q4	$360K	Hold	5,524	–	–	0.12%	106
2019 Q3	$337K	Sell	5,524 -85	-2%	-$5.19K	0.13%	100
2019 Q2	$344K	Buy	+5,609	New	+$344K	0.14%	97