Shulman DeMeo Asset Management’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 Q2	$15.2M	Buy	145,883 +942	+0.6%	+$96.9K	2.83%	5
2026 Q1	$14.1M	Sell	144,941 -2,493	-2%	-$249K	2.99%	5
2025 Q4	$14.2M	Buy	147,434 +171	+0.1%	+$16.2K	3.21%	4
2025 Q3	$13.7M	Sell	147,263 -616	-0.4%	-$56K	3.16%	4
2025 Q2	$13.2M	Sell	147,879 -1,528	-1%	-$130K	3.27%	3
2025 Q1	$12.2M	Sell	149,407 -1,231	-0.8%	-$99.2K	3.43%	3
2024 Q4	$11.4M	Sell	150,638 -2,291	-1%	-$181K	3.07%	4
2024 Q3	$12.8M	Sell	152,929 -1,726	-1%	-$139K	3.14%	4
2024 Q2	$12.1M	Sell	154,655 -1,388	-0.9%	-$110K	3.16%	4
2024 Q1	$12.5M	Sell	156,043 -2,212	-1%	-$169K	3.3%	3
2023 Q4	$11.9M	Buy	158,255 +1,490	+1%	+$105K	3.38%	4
2023 Q3	$10.8M	Sell	156,765 -1,571	-1%	-$113K	3.61%	3
2023 Q2	$11.5M	Buy	158,336 +275	+0.2%	+$20K	3.43%	4
2023 Q1	$11.3M	Sell	158,061 -1,927	-1%	-$135K	3.55%	3
2022 Q4	$10.5M	Sell	159,988 -136	-0.1%	-$8.52K	3.49%	3
2022 Q3	$8.97M	Sell	160,124 -2,756	-2%	-$172K	3.18%	4
2022 Q2	$10.2M	Buy	162,880 +2,542	+2%	+$173K	3.37%	3
2022 Q1	$11.8M	Buy	160,338 +3,418	+2%	+$256K	3.27%	3
2021 Q4	$12.3M	Buy	156,920 +6,100	+4%	+$483K	3.22%	3
2021 Q3	$11.8M	Buy	+150,820	New	+$12.1M	10.21%	2
2021 Q2	–	Sell	-151,910	Closed	-$11.5M	–	85
2021 Q1	$11.5M	Buy	151,910 +2,524	+2%	+$190K	3.14%	4
2020 Q4	$10.9M	Buy	149,386 +1,182	+0.8%	+$80.8K	3.11%	4
2020 Q3	$9.43M	Sell	148,204 -1,868	-1%	-$120K	3.15%	4
2020 Q2	$9.13M	Sell	150,072 -1,820	-1%	-$105K	3.53%	3
2020 Q1	$8.12M	Sell	151,892 -4,900	-3%	-$311K	3.78%	3
2019 Q4	$10.9M	Sell	156,792 -5,403	-3%	-$365K	3.78%	3
2019 Q3	$10.6M	Sell	162,195 -2,672	-2%	-$172K	3.55%	3
2019 Q2	$10.8M	Buy	164,867 +1,952	+1%	+$128K	3.99%	2
2019 Q1	$10.6M	Buy	+162,915	New	+$10.3M	4.02%	2

Other funds holding EFA