Instrumental Wealth’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
2024 Q2	–	Sell	-3,896	Closed	-$218K	–	46
2024 Q1	$218K	Hold	3,896	–	–	0.09%	39
2023 Q4	$200K	Buy	+3,896	New	+$200K	0.22%	38