Relaxing Retirement Coach’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-4,080	Closed	-$451K	–	56
2021 Q4	$451K	Sell	4,080 -361	-8%	-$39.5K	0.26%	37
2021 Q3	$473K	Hold	4,441	–	–	0.39%	34
2021 Q2	$476K	Hold	4,441	–	–	0.4%	35
2021 Q1	$446K	Sell	4,441 -781	-15%	-$79.4K	0.51%	33
2020 Q4	$527K	Sell	5,222 -5,222	-50%	-$494K	0.58%	35
2020 Q3	$940K	Buy	10,444 +4,770	+84%	+$423K	0.41%	38
2020 Q2	$472K	Sell	5,674 -1,232	-18%	-$96.2K	0.33%	38
2020 Q1	$490K	Hold	6,906	–	–	0.3%	38
2019 Q4	$596K	Buy	6,906 +2	+0%	+$167	0.17%	41
2019 Q3	$557K	Sell	6,904 -17	-0.2%	-$1.36K	0.17%	41
2019 Q2	$560K	Sell	6,921 -2	-0%	-$158	0.17%	41
2019 Q1	$534K	Sell	6,923 -1,399	-17%	-$104K	0.17%	41
2018 Q4	$576K	Sell	8,322 -3,386	-29%	-$247K	0.2%	40
2018 Q3	$939K	Sell	11,708 -5,188	-31%	-$414K	0.28%	38
2018 Q2	$1.33M	Sell	16,896 -33,225	-66%	-$2.69M	0.41%	36
2018 Q1	$4.03M	Sell	50,121 -58,758	-54%	-$4.8M	1.27%	31
2017 Q4	$8.8M	Buy	+108,879	New	+$8.63M	2.86%	14