HWA

Hillcrest Wealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$402K	Hold	4,500	–	–	0.19%	36
2025 Q1	$368K	Hold	4,500	–	–	0.18%	38
2024 Q4	$340K	Hold	4,500	–	–	0.16%	41
2024 Q3	$376K	Hold	4,500	–	–	0.19%	35
2024 Q2	$352K	Hold	4,500	–	–	0.19%	36
2024 Q1	$359K	Hold	4,500	–	–	0.19%	36
2023 Q4	$339K	Hold	4,500	–	–	0.19%	39
2023 Q3	$310K	Hold	4,500	–	–	0.18%	41
2023 Q2	$326K	Hold	4,500	–	–	0.19%	37
2023 Q1	$322K	Hold	4,500	–	–	0.19%	39
2022 Q4	$295K	Hold	4,500	–	–	0.18%	39
2022 Q3	$252K	Hold	4,500	–	–	0.16%	43
2022 Q2	$281K	Hold	4,500	–	–	0.17%	42
2022 Q1	$331K	Hold	4,500	–	–	0.18%	40
2021 Q4	$354K	Hold	4,500	–	–	0.19%	41
2021 Q3	$351K	Hold	4,500	–	–	0.21%	42
2021 Q2	$355K	Buy	4,500 +500	+13%	+$39.4K	0.22%	38
2021 Q1	$303K	Hold	4,000	–	–	0.18%	45
2020 Q4	$292K	Hold	4,000	–	–	0.2%	42
2020 Q3	$255K	Hold	4,000	–	–	0.18%	49
2020 Q2	$243K	Hold	4,000	–	–	0.21%	38
2020 Q1	$214K	Hold	4,000	–	–	0.21%	37
2019 Q4	$278K	Hold	4,000	–	–	0.23%	33
2019 Q3	$261K	Hold	4,000	–	–	0.22%	36
2019 Q2	$263K	Hold	4,000	–	–	0.22%	39
2019 Q1	$259K	Hold	4,000	–	–	0.23%	35
2018 Q4	$235K	Buy	+4,000	New	+$235K	0.22%	39