EFG
EFA icon

Everhart Financial Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Everhart Financial Group’s Portfolio EFA Stock Details EFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$237K Buy
2,649
+66
+3% +$5.9K 0.03% 311
2025
Q1 		$211K Buy
+2,583
New +$211K 0.03% 315
2024
Q4 		– Sell
-2,722
Closed -$228K – 317
2024
Q3 		$228K Buy
+2,722
New +$228K 0.05% 297