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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.77M Sell
2025
Q1
$1.72M Sell
2024
Q4
$1.6M Buy
2024
Q3
$1.71M Buy
2024
Q2
$1.14M Sell
2024
Q1
$1.28M Buy
2023
Q4
$1.14M Sell
2023
Q3
$1.14M Sell
2023
Q2
$1.22M Sell
2023
Q1
$1.27M Sell
2022
Q4
$1.25M Buy
2022
Q3
$833K Sell
2022
Q2
$1.15M Buy
2022
Q1
$1.31M Buy
2021
Q4
$1.35M Sell
2021
Q3
$1.58M Sell
2021
Q2
$2.18M Buy
2021
Q1
$1.1M Buy
2020
Q4
$1.01M Buy