Symphony Financial’s iShares MSCI EAFE ETF EFA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-4,496	Closed	-$377K	–	229
2024 Q3	$377K	Hold	4,496	–	–	0.06%	159
2024 Q2	$352K	Buy	4,496 +12	+0.3%	+$939	0.06%	154
2024 Q1	$358K	Hold	4,484	–	–	0.08%	140
2023 Q4	$331K	Buy	+4,484	New	+$331K	0.07%	161