Relaxing Retirement Coach’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-14,704	Closed	-$694K	–	44
2020 Q4	$694K	Sell	14,704 -74,690	-84%	-$3.29M	0.76%	32
2020 Q3	$3.61M	Buy	89,394 +6,308	+8%	+$261K	1.57%	28
2020 Q2	$3.33M	Sell	83,086 -34,685	-29%	-$1.32M	2.34%	21
2020 Q1	$4.2M	Sell	117,771 -115,994	-50%	-$5.16M	2.59%	17
2019 Q4	$11.7M	Buy	233,765 +479	+0.2%	+$23.5K	3.42%	12
2019 Q3	$11M	Sell	233,286 -715	-0.3%	-$33.3K	3.41%	14
2019 Q2	$11.2M	Buy	234,001 +2,856	+1%	+$139K	3.43%	12
2019 Q1	$11.3M	Sell	231,145 -2,253	-1%	-$108K	3.52%	12
2018 Q4	$10.6M	Sell	233,398 -9,031	-4%	-$435K	3.58%	12
2018 Q3	$12.6M	Buy	242,429 +5,952	+3%	+$307K	3.77%	11
2018 Q2	$12.1M	Sell	236,477 -12,510	-5%	-$683K	3.75%	10
2018 Q1	$13.6M	Sell	248,987 -19,579	-7%	-$1.1M	4.29%	5
2017 Q4	$14.8M	Buy	+268,566	New	+$14.7M	4.82%	4