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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-3,715	Closed	-$254K	–	151
2023 Q1	$254K	Buy	+3,715	New	+$254K	0.29%	109
2022 Q2	–	Sell	-3,857	Closed	-$268K	–	119
2022 Q1	$268K	Sell	3,857 -408	-10%	-$28.4K	0.26%	91
2021 Q4	$318K	Buy	+4,265	New	+$318K	0.3%	81