GeoWealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.88M	Buy	34,515 +14,050	+69%	+$1.17M	0.11%	106
2025 Q1	$1.55M	Sell	20,465 -582	-3%	-$44K	0.06%	188
2024 Q4	$1.48M	Sell	21,047 -16,848	-44%	-$1.18M	0.05%	219
2024 Q3	$2.96M	Sell	37,895 -5,155	-12%	-$402K	0.1%	145
2024 Q2	$3.13M	Buy	43,050 +1,579	+4%	+$115K	0.14%	113
2024 Q1	$3.08M	Sell	41,471 -9,445	-19%	-$701K	0.12%	131
2023 Q4	$3.58M	Sell	50,916 -1,223	-2%	-$86.1K	0.3%	77
2023 Q3	$3.36M	Sell	52,139 -1,911	-4%	-$123K	0.38%	71
2023 Q2	$3.65M	Buy	54,050 +9,794	+22%	+$661K	0.39%	50
2023 Q1	$2.96M	Sell	44,256 -2,138	-5%	-$143K	0.35%	57
2022 Q4	$2.86M	Buy	46,394 +20,045	+76%	+$1.24M	0.3%	66
2022 Q3	$1.39M	Sell	26,349 -12,543	-32%	-$660K	0.15%	98
2022 Q2	$2.29M	Sell	38,892 -68,751	-64%	-$4.04M	0.31%	74
2022 Q1	$7.48M	Sell	107,643 -1,784	-2%	-$124K	0.66%	44
2021 Q4	$8.17M	Sell	109,427 -50,329	-32%	-$3.76M	0.67%	40
2021 Q3	$11.9M	Sell	159,756 -3,394	-2%	-$252K	0.98%	23
2021 Q2	$12.2M	Buy	+163,150	New	+$12.2M	1.54%	14
2021 Q1	–	Sell	-92,855	Closed	-$6.42M	–	219
2020 Q4	$6.42M	Buy	+92,855	New	+$6.42M	1.03%	30
2020 Q3	–	Sell	-27,211	Closed	-$1.56M	–	175
2020 Q2	$1.56M	Buy	27,211 +79	+0.3%	+$4.52K	0.64%	47
2020 Q1	$1.35M	Buy	27,132 +1,650	+6%	+$82.3K	0.96%	33
2019 Q4	$1.66M	Buy	25,482 +19,308	+313%	+$1.26M	0.89%	40
2019 Q3	$377K	Sell	6,174 -2,600	-30%	-$159K	0.08%	124
2019 Q2	$539K	Buy	+8,774	New	+$539K	1.42%	18