Walled Lake Planning & Wealth Management’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
2025 Q2	–	Sell	-3,304	Closed	-$270K	–	142
2025 Q1	$270K	Sell	3,304 -2,180	-40%	-$178K	0.1%	109
2024 Q4	$415K	Hold	5,484	–	–	0.15%	79
2024 Q3	$459K	Sell	5,484 -102	-2%	-$8.53K	0.17%	71
2024 Q2	$438K	Buy	+5,586	New	+$438K	0.18%	64