Medallion Wealth Advisors, LLC’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
2026
Q1
$287K Sell
2025
Q4
$291K Sell
2025
Q3
$285K Sell
2025
Q2
$277K Sell
2025
Q1
$256K Buy
2024
Q4
$230K Buy