Laird Norton Wetherby Wealth Management’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	$2.77M	Buy	31,761 +482	+2%	+$41K	0.11%	171
2025 Q2	$2.61M	Buy	+31,279	New	+$2.48M	0.12%	169
2024 Q4	$2.15M	Sell	30,570 -710	-2%	-$52.4K	0.1%	195
2024 Q3	$2.44M	Buy	31,280 +1,044	+3%	+$78.2K	0.11%	183
2024 Q2	$2.2M	Buy	30,236 +304	+1%	+$22.4K	0.1%	197
2024 Q1	$2.22M	Buy	29,932 +16	+0.1%	+$1.14K	0.11%	203
2023 Q4	$2.1M	Sell	29,916 -37,563	-56%	-$2.48M	0.11%	193
2023 Q3	$4.34M	Hold	67,479	–	–	0.25%	72
2023 Q2	$4.55M	Sell	67,479 -3	-0%	-$203	0.25%	71
2023 Q1	$4.51M	Sell	67,482 -1,926	-3%	-$126K	0.26%	66
2022 Q4	$4.28M	Buy	69,408 +2,155	+3%	+$127K	0.28%	65
2022 Q3	$3.54M	Buy	67,253 +37,464	+126%	+$2.2M	0.25%	70
2022 Q2	$1.75M	Sell	29,789 -1,323	-4%	-$84.9K	0.12%	171
2022 Q1	$2.16M	Sell	31,112 -6,220	-17%	-$440K	0.12%	152
2021 Q4	$2.79M	Buy	37,332 +41	+0.1%	+$3.08K	0.16%	116
2021 Q3	$2.77M	Buy	37,291 +24	+0.1%	+$1.83K	0.17%	113
2021 Q2	$2.79M	Buy	37,267 +2,254	+6%	+$170K	0.17%	110
2021 Q1	$2.52M	Sell	35,013 -2,430	-6%	-$174K	0.19%	99
2020 Q4	$2.59M	Buy	37,443 +8,716	+30%	+$564K	0.18%	107
2020 Q3	$1.73M	Sell	28,727 -3,421	-11%	-$206K	0.15%	129
2020 Q2	$1.84M	Buy	32,148 +20,293	+171%	+$1.1M	0.17%	117
2020 Q1	$591K	Buy	11,855 +5,891	+99%	+$351K	0.07%	286
2019 Q4	$389K	Sell	5,964 -732	-11%	-$46.4K	0.04%	468
2019 Q3	$409K	Buy	+6,696	New	+$404K	0.04%	453
2019 Q1	–	Sell	-3,750	Closed	-$206K	–	667
2018 Q4	$206K	Sell	3,750 -11,551	-75%	-$678K	0.03%	578
2018 Q3	$980K	Buy	15,301 +4,481	+41%	+$286K	0.12%	193
2018 Q2	$686K	Buy	10,820 +2,065	+24%	+$137K	0.09%	259
2018 Q1	$577K	Hold	8,755	–	–	0.08%	304
2017 Q4	$579K	Buy	+8,755	New	+$571K	0.08%	311