NewFocus Financial Group’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
2016
Q3
Sell
2016
Q2
$298K Buy
2016
Q1
$288K Buy
2015
Q4
$183K Sell
2015
Q3
$181K Hold
2015
Q2
$201K Sell
2015
Q1
$290K Sell
2014
Q4
$337K Sell
2014
Q3
$2.05M Buy
2014
Q2
$1.44M Buy
2014
Q1
$952K Buy
2013
Q4
$277K Buy