Summit Wealth Partners’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	$896K	Buy	9,227 +6,130	+198%	+$613K	0.14%	110
2025 Q4	$297K	Hold	3,097	–	–	0.05%	168
2025 Q3	$289K	Hold	3,097	–	–	0.05%	181
2025 Q2	$277K	Hold	3,097	–	–	0.05%	184
2025 Q1	$253K	Hold	3,097	–	–	0.05%	185
2024 Q4	$234K	Hold	3,097	–	–	0.05%	185
2024 Q3	$259K	Buy	3,097 +3	+0.1%	+$241	0.05%	206
2024 Q2	$242K	Hold	3,094	–	–	0.05%	201
2024 Q1	$247K	Hold	3,094	–	–	0.05%	200
2023 Q4	$233K	Buy	3,094 +165	+6%	+$11.7K	0.05%	192
2023 Q3	$202K	Hold	2,929	–	–	0.05%	179
2023 Q2	$212K	Sell	2,929 -2	-0.1%	-$145	0.05%	175
2023 Q1	$210K	Buy	+2,931	New	+$205K	0.05%	178
2022 Q2	–	Sell	-2,946	Closed	-$217K	–	166
2022 Q1	$217K	Hold	2,946	–	–	0.05%	156
2021 Q4	$232K	Sell	2,946 -187	-6%	-$14.8K	0.05%	144
2021 Q3	$244K	Hold	3,133	–	–	0.06%	137
2021 Q2	$247K	Hold	3,133	–	–	0.06%	141
2021 Q1	$238K	Buy	3,133 +329	+12%	+$24.8K	0.06%	137
2020 Q4	$205K	Buy	+2,804	New	+$192K	0.06%	140
2020 Q3	–	Sell	-3,390	Closed	-$206K	–	150
2020 Q2	$206K	Buy	+3,390	New	+$196K	0.07%	141