Sheets Smith Wealth 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 Q2	$1.81M	Sell	18,710 -668	-3%	-$64.2K	0.18%	118
2026 Q1	$1.75M	Buy	19,378 +2,386	+14%	+$223K	0.2%	114
2025 Q4	$1.52M	Buy	16,992 +4,755	+39%	+$420K	0.17%	124
2025 Q3	$1.07M	Buy	12,237 +65	+0.5%	+$5.52K	0.12%	163
2025 Q2	$1.02M	Buy	12,172 +8,868	+268%	+$704K	0.12%	163
2025 Q1	$250K	Hold	3,304	–	–	0.03%	320
2024 Q4	$232K	Buy	+3,304	New	+$244K	0.03%	351
2024 Q3	–	Sell	-3,302	Closed	-$240K	–	385
2024 Q2	$240K	Sell	3,302 -378	-10%	-$27.8K	0.03%	343
2024 Q1	$273K	Buy	3,680 +381	+12%	+$27.1K	0.03%	329
2023 Q4	$232K	Sell	3,299 -199	-6%	-$13.1K	0.03%	317
2023 Q3	$225K	Sell	3,498 -21	-0.6%	-$1.41K	0.03%	295
2023 Q2	$238K	Buy	+3,519	New	+$239K	0.03%	297
2019 Q3	–	Sell	-4,505	Closed	-$277K	–	306
2019 Q2	$277K	Sell	4,505 -40	-0.9%	-$2.45K	0.06%	276
2019 Q1	$276K	Sell	4,545 -660	-13%	-$39K	0.06%	280
2018 Q4	$286K	Sell	5,205 -685	-12%	-$40.2K	0.08%	236
2018 Q3	$377K	Buy	5,890 +396	+7%	+$25.2K	0.08%	260
2018 Q2	$348K	Buy	5,494 +1,725	+46%	+$114K	0.08%	246
2018 Q1	$248K	Hold	3,769	–	–	0.06%	277
2017 Q4	$249K	Buy	+3,769	New	+$246K	0.06%	289