Lineweaver Wealth Advisors’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
2026 Q2	$3.12M	Sell	32,354 -219	-0.7%	-$21K	0.37%	58
2026 Q1	$2.95M	Buy	32,573 +680	+2%	+$63.5K	0.4%	53
2025 Q4	$2.85M	Buy	31,893 +226	+0.7%	+$20K	0.39%	53
2025 Q3	$2.76M	Sell	31,667 -51	-0.2%	-$4.33K	0.41%	50
2025 Q2	$2.65M	Buy	31,718 +500	+2%	+$39.7K	0.42%	48
2025 Q1	$2.36M	Buy	31,218 +2,584	+9%	+$193K	0.4%	48
2024 Q4	$2.01M	Buy	28,634 +495	+2%	+$36.5K	0.37%	55
2024 Q3	$2.2M	Buy	28,139 +756	+3%	+$56.6K	0.42%	45
2024 Q2	$1.99M	Sell	27,383 -359	-1%	-$26.4K	0.41%	46
2024 Q1	$2.06M	Buy	27,742 +383	+1%	+$27.3K	0.49%	40
2023 Q4	$1.93M	Sell	27,359 -1,688	-6%	-$111K	0.5%	41
2023 Q3	$1.87M	Sell	29,047 -2,752	-9%	-$184K	0.54%	39
2023 Q2	$2.15M	Buy	31,799 +235	+0.7%	+$15.9K	0.61%	37
2023 Q1	$2.11M	Sell	31,564 -691	-2%	-$45.3K	0.65%	36
2022 Q4	$1.99M	Sell	32,255 -354	-1%	-$20.8K	0.6%	39
2022 Q3	$1.72M	Sell	32,609 -804	-2%	-$47.3K	0.56%	41
2022 Q2	$1.97M	Sell	33,413 -1,535	-4%	-$98.5K	0.65%	29
2022 Q1	$2.43M	Sell	34,948 -49	-0.1%	-$3.47K	0.69%	28
2021 Q4	$2.61M	Buy	34,997 +488	+1%	+$36.7K	0.75%	25
2021 Q3	$2.56M	Sell	34,509 -463	-1%	-$35.2K	0.78%	28
2021 Q2	$2.62M	Sell	34,972 -35	-0.1%	-$2.64K	0.86%	27
2021 Q1	$2.52M	Sell	35,007 -51,117	-59%	-$3.65M	0.89%	24
2020 Q4	$5.95M	Sell	86,124 -31,321	-27%	-$2.03M	2.33%	12
2020 Q3	$7.08M	Buy	117,445 +410	+0.4%	+$24.7K	3.16%	9
2020 Q2	$6.69M	Sell	117,035 -115,337	-50%	-$6.25M	3.4%	9
2020 Q1	$11.6M	Buy	232,372 +3,053	+1%	+$182K	7.3%	4
2019 Q4	$15M	Buy	+229,319	New	+$14.5M	8.45%	4