Partners Capital Investment 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
2026 Q1	$6.85M	Sell	70,524 -48,613	-41%	-$4.86M	0.26%	44
2025 Q4	$11.4M	Sell	119,137 -11,614	-9%	-$1.1M	0.43%	34
2025 Q3	$12.2M	Sell	130,751 -209,809	-62%	-$19.1M	0.49%	33
2025 Q2	$30.4M	Buy	+340,560	New	+$29.1M	1.22%	19
2022 Q1	–	Sell	-99,500	Closed	-$7.83M	–	121
2021 Q4	$7.83M	Hold	99,500	–	–	0.36%	62
2021 Q3	$7.76M	Buy	+99,500	New	+$7.96M	0.36%	60
2020 Q2	–	Sell	-17,540	Closed	-$938K	–	118
2020 Q1	$938K	Hold	17,540	–	–	0.06%	75
2019 Q4	$1.22M	Sell	17,540 -30,655	-64%	-$2.07M	0.09%	71
2019 Q3	$3.14M	Sell	48,195 -15,478	-24%	-$997K	0.27%	58
2019 Q2	$4.18M	Buy	63,673 +22,124	+53%	+$1.45M	0.42%	57
2019 Q1	$2.69M	Sell	41,549 -9,560	-19%	-$602K	0.27%	57
2018 Q4	$3M	Sell	51,109 -60,835	-54%	-$3.8M	0.36%	55
2018 Q3	$7.61M	Sell	111,944 -38,064	-25%	-$2.57M	0.82%	24
2018 Q2	$10M	Sell	150,008 -35,158	-19%	-$2.46M	1.29%	19
2018 Q1	$12.9M	Buy	185,166 +4,867	+3%	+$347K	1.71%	18
2017 Q4	$12.7M	Sell	180,299 -72,963	-29%	-$5.07M	2.05%	18
2017 Q3	$17.3M	Buy	253,262 +10,858	+4%	+$726K	2.88%	17
2017 Q2	$15.8M	Sell	242,404 -75,687	-24%	-$4.9M	3.03%	17
2017 Q1	$19.8M	Buy	318,091 +55,654	+21%	+$3.36M	3.96%	10
2016 Q4	$15.2M	Buy	262,437 +43,097	+20%	+$2.49M	3.48%	13
2016 Q3	$13M	Buy	219,340 +68,937	+46%	+$4M	3.18%	15
2016 Q2	$8.39M	Buy	150,403 +40,203	+36%	+$2.31M	2.34%	19
2016 Q1	$6.3M	Buy	110,200 +53,544	+95%	+$2.95M	1.83%	20
2015 Q4	$3.33M	Buy	+56,656	New	+$3.41M	1.12%	19