Evergreen Capital Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Evergreen Capital Management’s Portfolio IEFA Stock Details IEFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$19.2M	Buy	229,935 +59,529	+35%	+$4.97M	0.58%	37
2025 Q1	$12.9M	Buy	170,406 +13,786	+9%	+$1.04M	0.43%	57
2024 Q4	$11M	Buy	156,620 +9,602	+7%	+$675K	0.36%	79
2024 Q3	$11.5M	Buy	147,018 +2,522	+2%	+$197K	0.39%	66
2024 Q2	$10.5M	Buy	144,496 +19,215	+15%	+$1.4M	0.38%	75
2024 Q1	$9.3M	Buy	125,281 +18,702	+18%	+$1.39M	0.35%	74
2023 Q4	$7.5M	Buy	106,579 +4,556	+4%	+$321K	0.31%	94
2023 Q3	$6.57M	Buy	102,023 +2,242	+2%	+$144K	0.29%	107
2023 Q2	$6.74M	Buy	99,781 +16,111	+19%	+$1.09M	0.28%	108
2023 Q1	$5.59M	Buy	83,670 +24,715	+42%	+$1.65M	0.25%	115
2022 Q4	$3.63M	Sell	58,955 -1,216	-2%	-$75K	0.17%	146
2022 Q3	$3.17M	Buy	60,171 +2,967	+5%	+$156K	0.17%	155
2022 Q2	$3.37M	Sell	57,204 -3,744	-6%	-$220K	0.18%	151
2022 Q1	$4.24M	Buy	60,948 +7,287	+14%	+$506K	0.17%	153
2021 Q4	$4.01M	Buy	53,661 +700	+1%	+$52.2K	0.16%	158
2021 Q3	$3.93M	Buy	52,961 +310	+0.6%	+$23K	0.18%	136
2021 Q2	$3.94M	Buy	52,651 +725	+1%	+$54.3K	0.19%	131
2021 Q1	$3.74M	Sell	51,926 -3,002	-5%	-$216K	0.19%	127
2020 Q4	$3.8M	Sell	54,928 -22,607	-29%	-$1.56M	0.22%	109
2020 Q3	$4.67M	Sell	77,535 -399	-0.5%	-$24.1K	0.32%	85
2020 Q2	$4.46M	Sell	77,934 -8,110	-9%	-$464K	0.34%	79
2020 Q1	$4.29M	Sell	86,044 -4,517	-5%	-$225K	0.4%	61
2019 Q4	$5.91M	Sell	90,561 -5,703	-6%	-$372K	0.49%	51
2019 Q3	$5.88M	Sell	96,264 -1,269	-1%	-$77.5K	0.55%	48
2019 Q2	$5.99M	Buy	97,533 +11,781	+14%	+$723K	0.57%	46
2019 Q1	$5.21M	Buy	85,752 +6,080	+8%	+$369K	0.52%	51
2018 Q4	$4.38M	Sell	79,672 -16,261	-17%	-$894K	0.46%	56
2018 Q3	$6.15M	Buy	95,933 +10,113	+12%	+$648K	0.54%	48
2018 Q2	$5.44M	Buy	85,820 +35,494	+71%	+$2.25M	0.51%	50
2018 Q1	$3.32M	Buy	50,326 +20,330	+68%	+$1.34M	0.32%	76
2017 Q4	$1.98M	Buy	+29,996	New	+$1.98M	0.2%	106