Sheets Smith Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Sheets Smith Wealth Management’s Portfolio EFA Stock Details EFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.28M	Hold	41,200	–	–	0.43%	57
2026 Q1	$4M	Buy	41,200 +950	+2%	+$95K	0.45%	56
2025 Q4	$3.87M	Sell	40,250 -950	-2%	-$90.1K	0.42%	53
2025 Q3	$3.85M	Hold	41,200	–	–	0.44%	56
2025 Q2	$3.68M	Hold	41,200	–	–	0.43%	57
2025 Q1	$3.37M	Hold	41,200	–	–	0.42%	62
2024 Q4	$3.12M	Hold	41,200	–	–	0.38%	65
2024 Q3	$3.45M	Hold	41,200	–	–	0.42%	58
2024 Q2	$3.23M	Hold	41,200	–	–	0.39%	66
2024 Q1	$3.29M	Hold	41,200	–	–	0.37%	68
2023 Q4	$3.1M	Buy	41,200 +261	+0.6%	+$18.4K	0.44%	60
2023 Q3	$2.82M	Buy	40,939 +689	+2%	+$49.4K	0.43%	60
2023 Q2	$2.92M	Sell	40,250 -136	-0.3%	-$9.88K	0.43%	59
2023 Q1	$2.89M	Buy	40,386 +100	+0.2%	+$7K	0.44%	56
2022 Q4	$2.64M	Sell	40,286 -404	-1%	-$25.3K	0.41%	60
2022 Q3	$2.28M	Buy	40,690 +405	+1%	+$25.2K	0.38%	67
2022 Q2	$2.52M	Hold	40,285	–	–	0.41%	59
2022 Q1	$2.96M	Sell	40,285 -7,500	-16%	-$561K	0.41%	64
2021 Q4	$3.76M	Hold	47,785	–	–	0.47%	54
2021 Q3	$3.73M	Sell	47,785 -100	-0.2%	-$8K	0.51%	53
2021 Q2	$3.78M	Hold	47,885	–	–	0.51%	52
2021 Q1	$3.63M	Hold	47,885	–	–	0.53%	51
2020 Q4	$3.49M	Hold	47,885	–	–	0.53%	52
2020 Q3	$3.05M	Sell	47,885 -332	-0.7%	-$21.2K	0.53%	52
2020 Q2	$2.94M	Sell	48,217 -8,236	-15%	-$476K	0.59%	44
2020 Q1	$3.02M	Buy	56,453 +238	+0.4%	+$15.1K	0.63%	41
2019 Q4	$3.9M	Sell	56,215 -126	-0.2%	-$8.51K	0.75%	38
2019 Q3	$3.67M	Buy	56,341 +26	+0%	+$1.68K	0.76%	34
2019 Q2	$3.7M	Buy	56,315 +9,597	+21%	+$628K	0.76%	33
2019 Q1	$3.03M	Sell	46,718 -135	-0.3%	-$8.51K	0.66%	40
2018 Q4	$2.75M	Sell	46,853 -53	-0.1%	-$3.31K	0.74%	35
2018 Q3	$3.19M	Buy	46,906 +160	+0.3%	+$10.8K	0.66%	35
2018 Q2	$3.13M	Buy	46,746 +287	+0.6%	+$20.1K	0.73%	35
2018 Q1	$3.24M	Sell	46,459 -8,541	-16%	-$609K	0.78%	32
2017 Q4	$3.87M	Buy	55,000 +122	+0.2%	+$8.48K	0.91%	27
2017 Q3	$3.76M	Buy	54,878 +3	+0%	+$201	0.95%	25
2017 Q2	$3.58M	Buy	54,875 +9,361	+21%	+$606K	0.95%	22
2017 Q1	$2.83M	Sell	45,514 -485	-1%	-$29.3K	0.75%	34
2016 Q4	$2.66M	Buy	45,999 +207	+0.5%	+$11.9K	0.75%	34
2016 Q3	$2.71M	Sell	45,792 -138	-0.3%	-$8K	0.76%	36
2016 Q2	$2.56M	Sell	45,930 -460	-1%	-$26.5K	0.74%	32
2016 Q1	$2.65M	Buy	46,390 +170	+0.4%	+$9.37K	0.82%	30
2015 Q4	$2.71M	Buy	46,220 +29	+0.1%	+$1.75K	0.82%	29
2015 Q3	$2.65M	Sell	46,191 -26,987	-37%	-$1.67M	0.9%	29
2015 Q2	$4.65M	Buy	73,178 +27,119	+59%	+$1.81M	1.27%	17
2015 Q1	$2.96M	Sell	46,059 -6,096	-12%	-$384K	0.82%	29
2014 Q4	$3.17M	Buy	52,155 +481	+0.9%	+$30K	0.83%	35
2014 Q3	$3.31M	Sell	51,674 -3,084	-6%	-$206K	0.9%	34
2014 Q2	$3.76M	Buy	54,758 +3,782	+7%	+$259K	1.01%	26
2014 Q1	$3.43M	Buy	50,976 +853	+2%	+$56.4K	0.96%	26
2013 Q4	$3.36M	Buy	50,123 +110	+0.2%	+$7.19K	0.93%	28
2013 Q3	$3.19M	Buy	50,013 +9,613	+24%	+$589K	1.04%	24
2013 Q2	$2.31M	Buy	+40,400	New	+$2.44M	0.79%	38

Other funds holding EFA

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

RIM

Ryan Investment Management Basalt, Colorado $221M AUM 23.61% 1-Year Est. Return

Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return

AIFS

A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return

BFP

Brewster Financial Planning Brooklyn, New York $182M AUM 15.59% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return

HNB

Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return