Sightline Wealth 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	$551K	Sell	5,675 -127	-2%	-$12.7K	0.23%	51
2025 Q4	$557K	Buy	5,802 +36	+0.6%	+$3.41K	0.24%	57
2025 Q3	$538K	Hold	5,766	–	–	0.24%	52
2025 Q2	$515K	Buy	5,766 +34	+0.6%	+$2.9K	0.25%	51
2025 Q1	$468K	Hold	5,732	–	–	0.25%	51
2024 Q4	$433K	Buy	5,732 +27	+0.5%	+$2.14K	0.23%	53
2024 Q3	$477K	Hold	5,705	–	–	0.26%	47
2024 Q2	$447K	Buy	5,705 +34	+0.6%	+$2.69K	0.28%	51
2024 Q1	$453K	Buy	5,671 +1,225	+28%	+$93.7K	0.3%	50
2023 Q4	$335K	Buy	4,446 +23	+0.5%	+$1.63K	0.25%	54
2023 Q3	$305K	Buy	4,423 +33	+0.8%	+$2.36K	0.28%	52
2023 Q2	$314K	Hold	4,390	–	–	0.31%	43
2023 Q1	$314K	Hold	4,390	–	–	0.32%	43
2022 Q4	$288K	Sell	4,390 -9,830	-69%	-$616K	0.31%	44
2022 Q3	$515K	Hold	14,220	–	–	0.61%	26
2022 Q2	$568K	Buy	14,220 +104	+0.7%	+$7.08K	0.55%	29
2022 Q1	$637K	Buy	14,116 +6	+0%	+$449	0.53%	28
2021 Q4	$691K	Buy	14,110 +165	+1%	+$13.1K	0.62%	25
2021 Q3	$703K	Sell	13,945 -100	-0.7%	-$8K	0.59%	25
2021 Q2	$775K	Buy	14,045 +9,753	+227%	+$775K	0.64%	23
2021 Q1	$326K	Hold	4,292	–	–	0.3%	41
2020 Q4	$313K	Buy	+4,292	New	+$294K	0.31%	42