Tiedemann Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$1.82M	Buy	28,310 +2,335	+9%	+$150K	0.08%	78
2023 Q2	$1.75M	Buy	25,975 +4,158	+19%	+$281K	0.07%	83
2023 Q1	$1.46M	Buy	21,817 +6,956	+47%	+$465K	0.07%	90
2022 Q4	$916K	Buy	14,861 +1,873	+14%	+$115K	0.04%	123
2022 Q3	$684K	Sell	12,988 -8,355	-39%	-$440K	0.04%	134
2022 Q2	$1.25M	Sell	21,343 -101	-0.5%	-$5.93K	0.09%	97
2022 Q1	$1.49M	Buy	+21,444	New	+$1.49M	0.08%	112
2020 Q4	–	Sell	-6,787	Closed	-$410K	–	336
2020 Q3	$410K	Sell	6,787 -3,375	-33%	-$204K	0.02%	238
2020 Q2	$581K	Sell	10,162 -21,697	-68%	-$1.24M	0.03%	201
2020 Q1	$1.59M	Sell	31,859 -5,934	-16%	-$296K	0.1%	118
2019 Q4	$2.47M	Sell	37,793 -7,106	-16%	-$464K	0.12%	100
2019 Q3	$2.74M	Buy	44,899 +5,384	+14%	+$329K	0.13%	103
2019 Q2	$2.43M	Buy	39,515 +15,842	+67%	+$972K	0.12%	95
2019 Q1	$1.44M	Sell	23,673 -6,355	-21%	-$386K	0.07%	167
2018 Q4	$1.65M	Buy	30,028 +4,824	+19%	+$265K	0.08%	151
2018 Q3	$1.62M	Buy	25,204 +2,421	+11%	+$155K	0.1%	129
2018 Q2	$1.44M	Buy	+22,783	New	+$1.44M	0.09%	129