Gries Financial’s iShares MSCI EAFE ETF EFA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.47M	Buy	26,498 +223	+0.8%	+$20.3K	0.39%	50
2025 Q2	$2.35M	Buy	26,275 +38	+0.1%	+$3.24K	0.43%	45
2025 Q1	$2.14M	Buy	26,237 +2	+0%	+$161	0.42%	45
2024 Q4	$1.98M	Sell	26,235 -32	-0.1%	-$2.53K	0.35%	59
2024 Q3	$2.2M	Buy	26,267 +760	+3%	+$61.2K	0.41%	52
2024 Q2	$2M	Sell	25,507 -784	-3%	-$62.1K	0.41%	61
2024 Q1	$2.1M	Buy	26,291 +74	+0.3%	+$5.66K	0.35%	76
2023 Q4	$1.98M	Buy	26,217 +342	+1%	+$24.2K	0.43%	62
2023 Q3	$1.78M	Sell	25,875 -10,643	-29%	-$762K	0.48%	58
2023 Q2	$2.65M	Buy	36,518 +2,682	+8%	+$195K	0.73%	29
2023 Q1	$2.42M	Buy	33,836 +4,925	+17%	+$344K	0.72%	36
2022 Q4	$1.9M	Buy	28,911 +8,670	+43%	+$543K	0.63%	56
2022 Q3	$1.13M	Sell	20,241 -171	-0.8%	-$10.7K	0.48%	69
2022 Q2	$1.28M	Sell	20,412 -121	-0.6%	-$8.23K	0.61%	53
2022 Q1	$1.51M	Buy	20,533 +182	+0.9%	+$13.6K	0.56%	57
2021 Q4	$1.6M	Buy	20,351 +972	+5%	+$77K	0.65%	38
2021 Q3	$1.51M	Buy	19,379 +16,415	+554%	+$1.31M	0.47%	67
2021 Q2	$238K	Buy	2,964 +34	+1%	+$2.7K	0.08%	152
2021 Q1	$229K	Buy	+2,930	New	+$221K	0.07%	155