SC&H Financial Advisors’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	$1.05M	Buy	10,807 +187	+2%	+$18.7K	0.16%	63
2025 Q4	$1.02M	Sell	10,620 -601	-5%	-$57K	0.16%	65
2025 Q3	$1.05M	Sell	11,221 -516	-4%	-$46.9K	0.17%	64
2025 Q2	$1.05M	Sell	11,737 -246	-2%	-$21K	0.18%	61
2025 Q1	$979K	Sell	11,983 -403	-3%	-$32.5K	0.19%	60
2024 Q4	$937K	Sell	12,386 -427	-3%	-$33.8K	0.19%	63
2024 Q3	$1.07M	Hold	12,813	–	–	0.23%	61
2024 Q2	$1M	Buy	12,813 +92	+0.7%	+$7.29K	0.25%	56
2024 Q1	$1.02M	Sell	12,721 -30	-0.2%	-$2.29K	0.26%	59
2023 Q4	$961K	Sell	12,751 -138	-1%	-$9.75K	0.28%	57
2023 Q3	$888K	Sell	12,889 -103	-0.8%	-$7.38K	0.3%	59
2023 Q2	$942K	Buy	12,992 +115	+0.9%	+$8.35K	0.31%	57
2023 Q1	$921K	Buy	12,877 +2,518	+24%	+$176K	0.34%	57
2022 Q4	$680K	Buy	10,359 +21	+0.2%	+$1.32K	0.28%	71
2022 Q3	$579K	Sell	10,338 -21	-0.2%	-$1.31K	0.29%	70
2022 Q2	$647K	Buy	10,359 +117	+1%	+$7.96K	0.3%	68
2022 Q1	$754K	Buy	10,242 +136	+1%	+$10.2K	0.36%	59
2021 Q4	$795K	Buy	+10,106	New	+$800K	0.44%	54