Independent Solutions Wealth Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-2,273	Closed	-$217K	–	206
2023 Q2	$217K	Sell	2,273 -881	-28%	-$84.1K	0.05%	205
2023 Q1	$295K	Buy	+3,154	New	+$295K	0.09%	163