Secure Asset Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$374K	Sell	4,134 -143	-3%	-$13.3K	0.06%	217
2025 Q4	$383K	Sell	4,277 -295	-6%	-$26.1K	0.06%	234
2025 Q3	$402K	Buy	4,572 +177	+4%	+$15K	0.07%	212
2025 Q2	$367K	Buy	4,395 +336	+8%	+$26.7K	0.07%	228
2025 Q1	$307K	Sell	4,059 -200	-5%	-$15K	0.06%	231
2024 Q4	$299K	Sell	4,259 -1,437	-25%	-$106K	0.05%	251
2024 Q3	$445K	Hold	5,696	–	–	0.08%	197
2024 Q2	$414K	Buy	5,696 +469	+9%	+$34.5K	0.08%	183
2024 Q1	$388K	Buy	5,227 +74	+1%	+$5.27K	0.09%	146
2023 Q4	$363K	Buy	5,153 +443	+9%	+$29.2K	0.1%	152
2023 Q3	$303K	Buy	+4,710	New	+$315K	0.09%	157
2021 Q4	–	Sell	-2,900	Closed	-$215K	–	214
2021 Q3	$215K	Sell	2,900 -2,704	-48%	-$206K	0.11%	164
2021 Q2	$419K	Sell	5,604 -527	-9%	-$39.8K	0.21%	97
2021 Q1	$442K	Sell	6,131 -429	-7%	-$30.7K	0.25%	89
2020 Q4	$453K	Sell	6,560 -852	-11%	-$55.1K	0.27%	80
2020 Q3	$447K	Sell	7,412 -5,241	-41%	-$316K	0.31%	75
2020 Q2	$723K	Buy	12,653 +3,139	+33%	+$170K	0.51%	51
2020 Q1	$475K	Buy	9,514 +1,000	+12%	+$59.5K	0.51%	50
2019 Q4	$555K	Buy	+8,514	New	+$540K	0.39%	70