Summit Wealth Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-11,164	Closed	–	–	165
2023 Q1	$0	Buy	+11,164	New	–	﹤0.01%	204
2021 Q3	–	Sell	-167	Closed	-$13K	–	135
2021 Q2	$13K	Hold	167	–	–	0.02%	95
2021 Q1	$12K	Buy	+167	New	+$12K	0.02%	95