National Wealth Management Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-2,995	Closed	-$206K	–	141
2023 Q3	$206K	Sell	2,995 -150	-5%	-$10.3K	0.22%	118
2023 Q2	$227K	Buy	+3,145	New	+$227K	0.24%	116
2023 Q1	–	Sell	-8,110	Closed	-$532K	–	142
2022 Q4	$532K	Buy	+8,110	New	+$532K	0.64%	40