Winthrop Advisory Group’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	$283K	Buy	2,914 +30	+1%	+$3K	0.02%	148
2025 Q4	$277K	Buy	2,884 +522	+22%	+$49.5K	0.02%	149
2025 Q3	$221K	Buy	+2,362	New	+$215K	0.02%	173
2020 Q4	–	Sell	-4,662	Closed	-$298K	–	133
2020 Q3	$298K	Sell	4,662 -12,944	-74%	-$828K	0.09%	84
2020 Q2	$1.08M	Sell	17,606 -2,395	-12%	-$138K	0.38%	30
2020 Q1	$1.07M	Sell	20,001 -47,496	-70%	-$3.01M	0.43%	28
2019 Q4	$4.69M	Buy	67,497 +12,906	+24%	+$872K	1.69%	13
2019 Q3	$3.56M	Sell	54,591 -985	-2%	-$63.5K	1.41%	13
2019 Q2	$3.65M	Sell	55,576 -446	-0.8%	-$29.2K	1.53%	14
2019 Q1	$3.67M	Sell	56,022 -1,501	-3%	-$94.6K	1.61%	13
2018 Q4	$3.38M	Sell	57,523 -61,436	-52%	-$3.84M	1.72%	12
2018 Q3	$8.09M	Sell	118,959 -44,318	-27%	-$2.99M	4.55%	8
2018 Q2	$10.9M	Sell	163,277 -34,616	-17%	-$2.43M	7.16%	5
2018 Q1	$14M	Sell	197,893 -4,686	-2%	-$334K	9.84%	2
2017 Q4	$14.6M	Buy	+202,579	New	+$14.1M	10.4%	2