Lake Street Private Wealth’s iShares MSCI EAFE ETF EFA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$314K	Buy	3,229 +250	+8%	+$25K	0.04%	208
2025 Q4	$286K	Sell	2,979 -11	-0.4%	-$1.04K	0.04%	228
2025 Q3	$279K	Buy	2,990 +379	+15%	+$34.5K	0.04%	225
2025 Q2	$233K	Buy	+2,611	New	+$223K	0.03%	233
2024 Q3	–	Sell	-2,567	Closed	-$201K	–	278
2024 Q2	$201K	Hold	2,567	–	–	0.03%	312
2024 Q1	$205K	Buy	+2,567	New	+$196K	0.03%	301
2022 Q3	–	Sell	-3,485	Closed	-$218K	–	291
2022 Q2	$218K	Sell	3,485 -253	-7%	-$17.2K	0.05%	266
2022 Q1	$275K	Buy	3,738 +60	+2%	+$4.49K	0.05%	265
2021 Q4	$289K	Buy	3,678 +890	+32%	+$70.5K	0.05%	261
2021 Q3	$217K	Buy	+2,788	New	+$223K	0.05%	214