True North Advisors’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	$777K	Buy	8,003 +1,137	+17%	+$114K	0.09%	125
2025 Q4	$659K	Buy	+6,866	New	+$651K	0.09%	139
2022 Q3	–	Sell	-4,857	Closed	-$303K	–	190
2022 Q2	$303K	Sell	4,857 -479	-9%	-$32.6K	0.09%	145
2022 Q1	$392K	Buy	5,336 +339	+7%	+$25.4K	0.11%	140
2021 Q4	$393K	Buy	4,997 +140	+3%	+$11.1K	0.07%	173
2021 Q3	$378K	Hold	4,857	–	–	0.07%	175
2021 Q2	$383K	Sell	4,857 -3,681	-43%	-$292K	0.08%	168
2021 Q1	$647K	Buy	8,538 +4,335	+103%	+$326K	0.15%	113
2020 Q4	$306K	Hold	4,203	–	–	0.08%	157
2020 Q3	$267K	Hold	4,203	–	–	0.08%	152
2020 Q2	$255K	Sell	4,203 -1,650	-28%	-$95.4K	0.06%	161
2020 Q1	$312K	Sell	5,853 -5,580	-49%	-$354K	0.11%	95
2019 Q4	$793K	Buy	+11,433	New	+$772K	0.22%	56