WealthGarden F.S.’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.4M	Buy	17,094 +1,503	+10%	+$123K	1.16%	24
2025 Q1	$1.18M	Sell	15,591 -1,888	-11%	-$143K	1.13%	23
2024 Q4	$1.23M	Sell	17,479 -9,114	-34%	-$641K	1.15%	26
2024 Q3	$2.08M	Sell	26,593 -947	-3%	-$73.9K	2.02%	9
2024 Q2	$2M	Buy	+27,540	New	+$2M	2.11%	9