Independent Solutions Wealth Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-4,291	Closed	-$210K	–	207
2023 Q2	$210K	Sell	4,291 -259	-6%	-$12.7K	0.05%	210
2023 Q1	$221K	Sell	4,550 -1,348	-23%	-$65.4K	0.07%	196
2022 Q4	$271K	Buy	+5,898	New	+$271K	0.08%	177