Everhart Financial Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.77M | Sell |
21,182
-1,556
| -7% | -$130K | 0.2% | 67 |
|
|
2025
Q1 | $1.72M | Sell |
22,738
-6
| -0% | -$454 | 0.24% | 56 |
|
|
2024
Q4 | $1.6M | Buy |
22,744
+834
| +4% | +$58.6K | 0.33% | 54 |
|
|
2024
Q3 | $1.71M | Buy |
21,910
+6,151
| +39% | +$480K | 0.38% | 46 |
|
|
2024
Q2 | $1.14M | Sell |
15,759
-1,458
| -8% | -$106K | 0.3% | 62 |
|
|
2024
Q1 | $1.28M | Buy |
17,217
+965
| +6% | +$71.6K | 0.37% | 49 |
|
|
2023
Q4 | $1.14M | Sell |
16,252
-1,450
| -8% | -$102K | 0.41% | 51 |
|
|
2023
Q3 | $1.14M | Sell |
17,702
-316
| -2% | -$20.3K | 0.48% | 44 |
|
|
2023
Q2 | $1.22M | Sell |
18,018
-920
| -5% | -$62.1K | 0.5% | 42 |
|
|
2023
Q1 | $1.27M | Sell |
18,938
-1,372
| -7% | -$91.7K | 0.57% | 36 |
|
|
2022
Q4 | $1.25M | Buy |
20,310
+4,494
| +28% | +$277K | 0.63% | 34 |
|
|
2022
Q3 | $833K | Sell |
15,816
-3,711
| -19% | -$195K | 0.46% | 40 |
|
|
2022
Q2 | $1.15M | Buy |
19,527
+666
| +4% | +$39.2K | 0.7% | 31 |
|
|
2022
Q1 | $1.31M | Buy |
18,861
+759
| +4% | +$52.8K | 0.76% | 33 |
|
|
2021
Q4 | $1.35M | Sell |
18,102
-3,135
| -15% | -$234K | 0.82% | 29 |
|
|
2021
Q3 | $1.58M | Sell |
21,237
-7,928
| -27% | -$589K | 1.08% | 24 |
|
|
2021
Q2 | $2.18M | Buy |
29,165
+13,944
| +92% | +$1.04M | 1.5% | 18 |
|
|
2021
Q1 | $1.1M | Buy |
15,221
+623
| +4% | +$44.9K | 0.96% | 27 |
|
|
2020
Q4 | $1.01M | Buy |
+14,598
| New | +$1.01M | 0.93% | 26 |
|