IAG Wealth Partners’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
2025 Q3	–	Sell	-21	Closed	-$1.75K	–	528
2025 Q2	$1.75K	Buy	+21	New	+$1.67K	﹤0.01%	446
2025 Q1	–	Sell	-731	Closed	-$51.4K	–	513
2024 Q4	$51.4K	Hold	731	–	–	0.01%	188
2024 Q3	$57.1K	Sell	731 -18	-2%	-$1.35K	0.01%	174
2024 Q2	$54.4K	Buy	+749	New	+$55.1K	0.01%	170
2024 Q1	–	Hold	0	–	–	–	463
2023 Q3	–	Sell	-4	Closed	-$270	–	460
2023 Q2	$270	Hold	4	–	–	﹤0.01%	440
2023 Q1	$267	Hold	4	–	–	﹤0.01%	441
2022 Q4	$247	Buy	+4	New	+$235	﹤0.01%	427
2022 Q1	–	Sell	-575	Closed	-$43K	–	454
2021 Q4	$43K	Buy	575 +426	+286%	+$32K	0.01%	147
2021 Q3	$12K	Buy	+149	New	+$11.3K	﹤0.01%	249
2021 Q2	–	Sell	-155	Closed	-$12K	–	381
2021 Q1	$12K	Buy	155 +106	+216%	+$7.58K	﹤0.01%	240
2020 Q4	$4K	Hold	49	–	–	﹤0.01%	303
2020 Q3	$3K	Buy	+49	New	+$2.96K	﹤0.01%	305
2020 Q1	–	Sell	-451	Closed	-$30K	–	439
2019 Q4	$30K	Buy	+451	New	+$28.6K	0.02%	145