Goldstein Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.29M	Buy	14,248 +172	+1%	+$16.1K	0.14%	61
2025 Q4	$1.26M	Sell	14,076 -221	-2%	-$19.5K	0.14%	61
2025 Q3	$1.25M	Sell	14,297 -151	-1%	-$12.8K	0.15%	59
2025 Q2	$1.21M	Sell	14,448 -436	-3%	-$34.6K	0.16%	53
2025 Q1	$1.13M	Sell	14,884 -917	-6%	-$68.6K	0.16%	50
2024 Q4	$1.11M	Sell	15,801 -166	-1%	-$12.2K	0.16%	48
2024 Q3	$1.25M	Buy	15,967 +904	+6%	+$67.7K	0.19%	43
2024 Q2	$1.09M	Buy	15,063 +1,828	+14%	+$135K	0.18%	45
2024 Q1	$982K	Sell	13,235 -348	-3%	-$24.8K	0.17%	51
2023 Q4	$956K	Sell	13,583 -59	-0.4%	-$3.89K	0.16%	74
2023 Q3	$878K	Sell	13,642 -463	-3%	-$31K	0.18%	48
2023 Q2	$952K	Sell	14,105 -1,995	-12%	-$135K	0.2%	47
2023 Q1	$1.08M	Sell	16,100 -567	-3%	-$37.2K	0.24%	47
2022 Q4	$1.03M	Buy	+16,667	New	+$981K	0.25%	46