Triad Wealth Partners’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$15.5M	Buy	243,645 +99,588	+69%	+$6.32M	3.12%	6
2025 Q1	$8.49M	Buy	144,057 +2,958	+2%	+$174K	2.64%	8
2024 Q4	$7.4M	Buy	141,099 +84,262	+148%	+$4.42M	2.67%	10
2024 Q3	$3.27M	Buy	56,837 +56,485	+16,047%	+$3.25M	1.74%	20
2024 Q2	$18.7K	Buy	+352	New	+$18.7K	0.01%	361