RMR Wealth Builders’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	$6.15M	Buy	63,303 +1,746	+3%	+$175K	0.48%	30
2025 Q4	$5.91M	Buy	61,557 +274	+0.4%	+$26K	0.47%	34
2025 Q3	$5.72M	Buy	61,283 +275	+0.5%	+$25K	0.48%	32
2025 Q2	$5.45M	Buy	61,008 +66	+0.1%	+$5.63K	0.5%	30
2025 Q1	$4.98M	Sell	60,942 -2,370	-4%	-$191K	0.52%	28
2024 Q4	$4.79M	Buy	63,312 +1,424	+2%	+$113K	0.49%	29
2024 Q3	$5.18M	Sell	61,888 -928	-1%	-$74.7K	0.55%	27
2024 Q2	$4.92M	Buy	62,816 +1,731	+3%	+$137K	0.56%	27
2024 Q1	$4.88M	Sell	61,085 -857	-1%	-$65.5K	0.59%	27
2023 Q4	$4.67M	Sell	61,942 -6,524	-10%	-$461K	0.66%	25
2023 Q3	$4.72M	Buy	68,466 +2,263	+3%	+$162K	0.75%	25
2023 Q2	$4.8M	Buy	66,203 +2,290	+4%	+$166K	0.82%	25
2023 Q1	$4.57M	Sell	63,913 -7,053	-10%	-$493K	0.87%	25
2022 Q4	$4.66M	Buy	70,966 +4,256	+6%	+$267K	1.06%	19
2022 Q3	$3.74M	Buy	66,710 +506	+0.8%	+$31.5K	0.91%	24
2022 Q2	$4.14M	Sell	66,204 -9,706	-13%	-$661K	1.03%	22
2022 Q1	$5.59M	Sell	75,910 -39,114	-34%	-$2.93M	1.2%	22
2021 Q4	$9.07M	Sell	115,024 -200,477	-64%	-$15.9M	2.6%	10
2021 Q3	$24.6M	Buy	315,501 +52,807	+20%	+$4.22M	7.23%	3
2021 Q2	$20.7M	Sell	262,694 -107,175	-29%	-$8.51M	6.79%	3
2021 Q1	$28.1M	Buy	369,869 +238,578	+182%	+$18M	7.29%	3
2020 Q4	$9.58M	Sell	131,291 -257,558	-66%	-$17.6M	4.71%	3
2020 Q3	$24.8M	Buy	388,849 +350,297	+909%	+$22.4M	6.43%	3
2020 Q2	$2.35M	Buy	+38,552	New	+$2.23M	2.09%	7
2019 Q4	$2.73M	Buy	+39,266	New	+$2.65M	2.63%	5