Evergreen Wealth Solutions’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
$395K Buy
2024
Q2
Sell
2024
Q1
$206K Sell
2023
Q4
$236K Sell
2023
Q3
$248K Sell
2023
Q2
$279K Sell
2023
Q1
$343K Sell
2022
Q4
$492K Sell
2022
Q3
$1M Buy
2022
Q2
$859K Buy
2022
Q1
$695K Buy