Summit Wealth & Retirement Planning’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
2025 Q2	$1.31M	Buy	15,655 +3,660	+31%	+$306K	0.35%	31
2025 Q1	$907K	Buy	11,995 +2,477	+26%	+$187K	0.28%	32
2024 Q4	$669K	Buy	+9,518	New	+$669K	0.21%	33