O'Brien Wealth Partners’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
2022 Q4	–	Sell	-4,948	Closed	-$277K	–	58
2022 Q3	$277K	Sell	4,948 -76	-2%	-$4.74K	0.12%	38
2022 Q2	$314K	Sell	5,024 -3,503	-41%	-$238K	0.13%	32
2022 Q1	$556K	Buy	8,527 +1,503	+21%	+$112K	0.22%	18
2021 Q4	$538K	Buy	7,024 +2,685	+62%	+$213K	0.19%	22
2021 Q3	$338K	Buy	4,339 +48	+1%	+$3.84K	0.12%	25
2021 Q2	$341K	Buy	4,291 +75	+2%	+$5.96K	0.11%	29
2021 Q1	$328K	Buy	4,216 +33	+0.8%	+$2.48K	0.11%	28
2020 Q4	$317K	Buy	4,183 +2	+0%	+$137	0.11%	27
2020 Q3	$273K	Buy	+4,181	New	+$268K	0.11%	25
2020 Q1	–	Sell	-7,752	Closed	-$539K	–	33
2019 Q4	$539K	Buy	7,752 +20	+0.3%	+$1.35K	0.39%	20
2019 Q3	$504K	Sell	7,732 -7,723	-50%	-$498K	0.4%	21
2019 Q2	$1.02M	Buy	15,455 +48	+0.3%	+$3.14K	0.75%	15
2019 Q1	$999K	Sell	15,407 -1,001	-6%	-$63.1K	0.71%	14
2018 Q4	$1M	Buy	16,408 +16,023	+4,162%	+$1M	0.69%	14
2018 Q3	$26K	Buy	385 +270	+235%	+$18.2K	0.02%	90
2018 Q2	$8K	Sell	115 -265	-70%	-$18.6K	0.01%	63
2018 Q1	$26K	Buy	+380	New	+$27.1K	0.02%	77