Litman Gregory 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 Q4	$2.59M	Sell	29,006 -962	-3%	-$85.1K	0.19%	56
2025 Q3	$2.62M	Sell	29,968 -35	-0.1%	-$2.97K	0.19%	54
2025 Q2	$2.5M	Sell	30,003 -3,014	-9%	-$239K	0.2%	53
2025 Q1	$2.5M	Sell	33,017 -524	-2%	-$39.2K	0.21%	53
2024 Q4	$2.36M	Sell	33,541 -570	-2%	-$42K	0.2%	49
2024 Q3	$2.66M	Buy	34,111 +4,657	+16%	+$349K	0.22%	49
2024 Q2	$2.14M	Buy	29,454 +149	+0.5%	+$11K	0.19%	51
2024 Q1	$2.18M	Buy	29,305 +1,295	+5%	+$92.2K	0.2%	53
2023 Q4	$1.97M	Buy	28,010 +134	+0.5%	+$8.83K	0.19%	54
2023 Q3	$1.79M	Sell	27,876 -621	-2%	-$41.6K	0.19%	56
2023 Q2	$1.92M	Buy	28,497 +24,740	+659%	+$1.68M	0.24%	34
2023 Q1	$248K	Sell	3,757 -24,365	-87%	-$1.6M	0.09%	33
2022 Q4	$1.73M	Sell	28,122 -1,580	-5%	-$93K	0.24%	34
2022 Q3	$1.56M	Sell	29,702 -4,022	-12%	-$236K	0.25%	31
2022 Q2	$1.99M	Buy	33,724 +16	+0%	+$1.03K	0.29%	38
2022 Q1	$2.34M	Sell	33,708 -1,718	-5%	-$122K	0.34%	34
2021 Q4	$2.64M	Sell	35,426 -7,144	-17%	-$537K	0.45%	32
2021 Q3	$3.16M	Buy	42,570 +39,353	+1,223%	+$2.99M	0.6%	24
2021 Q2	$3.22K	Sell	3,217 -40,516	-93%	-$3.06M	0.6%	23
2021 Q1	$3.15M	Hold	43,733	–	–	0.62%	21
2020 Q4	$3.02M	Sell	43,733 -185	-0.4%	-$12K	0.56%	22
2020 Q3	$2.65M	Buy	43,918 +2,153	+5%	+$130K	0.55%	23
2020 Q2	$2.39M	Buy	41,765 +14,465	+53%	+$784K	0.53%	23
2020 Q1	$1.36M	Buy	27,300 +27,255	+60,567%	+$1.62M	0.34%	29
2019 Q4	$3K	Hold	45	–	–	﹤0.01%	190
2019 Q3	$3K	Hold	45	–	–	﹤0.01%	167
2019 Q2	$3K	Buy	+45	New	+$2.76K	﹤0.01%	200