EWS
Evergreen Wealth Solutions’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,585
| Closed | -$206K | – | 123 |
|
|
2024
Q1 | $206K | Sell |
2,585
-550
| -18% | -$43.9K | 0.15% | 112 |
|
|
2023
Q4 | $236K | Sell |
3,135
-465
| -13% | -$35K | 0.2% | 103 |
|
|
2023
Q3 | $248K | Sell |
3,600
-250
| -6% | -$17.2K | 0.25% | 87 |
|
|
2023
Q2 | $279K | Sell |
3,850
-950
| -20% | -$68.9K | 0.28% | 82 |
|
|
2023
Q1 | $343K | Sell |
4,800
-2,688
| -36% | -$192K | 0.4% | 73 |
|
|
2022
Q4 | $492K | Sell |
7,488
-10,370
| -58% | -$681K | 0.65% | 51 |
|
|
2022
Q3 | $1M | Buy |
17,858
+4,109
| +30% | +$230K | 1.42% | 25 |
|
|
2022
Q2 | $859K | Buy |
13,749
+4,311
| +46% | +$269K | 1.05% | 31 |
|
|
2022
Q1 | $695K | Buy |
+9,438
| New | +$695K | 0.67% | 37 |
|