XWM
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Xcel Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2020
Q3
Sell
-6,901
Closed -$420K 111
2020
Q2
$420K Buy
+6,901
New +$420K 0.26% 71