Integrated Wealth Management (Palm Desert)’s iShares MSCI EAFE ETF EFA Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio EFA Stock Details EFA Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	$943K	Buy
2016 Q4	$826K	Buy
2016 Q3	$747K	Buy
2016 Q2	$608K	Buy
2016 Q1	$563K	Sell
2015 Q4	$591K	Buy
2015 Q3	$576K	Buy
2015 Q2	$606K	Buy
2015 Q1	$612K	Buy