Roman Butler Fullerton & Co’s iShares MSCI EAFE ETF EFA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.93M	Buy	+32,284	New	+$2.93M	0.86%	27
2024 Q4	–	Sell	-4,053	Closed	-$329K	–	242
2024 Q3	$329K	Sell	4,053 -14,643	-78%	-$1.19M	0.1%	185
2024 Q2	$1.5M	Buy	+18,696	New	+$1.5M	0.49%	47