Evermay Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.43M | Sell |
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|
2025
Q1 | $2.6M | Sell |
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|
2024
Q4 | $4.07M | Sell |
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|
2024
Q3 | $4.9M | Sell |
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|
2024
Q2 | $4.85M | Sell |
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|
2024
Q1 | $4.97M | Buy |
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|
2023
Q4 | $167K | Hold |
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|
2023
Q3 | $153K | Hold |
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|
2023
Q2 | $161K | Buy |
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|
2023
Q1 | $150K | Hold |
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|
2022
Q4 | $137K | Buy |
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|
2022
Q3 | $92K | Sell |
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|
2022
Q2 | $120K | Hold |
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|
2022
Q1 | $141K | Hold |
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|
2021
Q4 | $151K | Hold |
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|
2021
Q3 | $149K | Hold |
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|
2021
Q2 | $151K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $247K | Sell |
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|
2019
Q3 | $253K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $235K | Buy |
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|
2018
Q4 | $208K | Buy |
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|
2018
Q3 | $232K | Sell |
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|
2018
Q2 | $269K | Sell |
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|
2018
Q1 | $395K | Buy |
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|
2017
Q4 | $396K | Sell |
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|
2017
Q3 | $388K | Sell |
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|
2017
Q2 | $398K | Sell |
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|
2017
Q1 | $416K | Hold |
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|
2016
Q4 | $386K | Sell |
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|
2016
Q3 | $441K | Sell |
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|
2016
Q2 | $454K | Hold |
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|
2016
Q1 | $465K | Buy |
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|
2015
Q4 | $455K | Sell |
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|
2015
Q3 | $463K | Buy |
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|
2015
Q2 | $468K | Sell |
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|
2015
Q1 | $492K | Sell |
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|
2014
Q4 | $516K | Sell |
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|
2014
Q3 | $699K | Buy |
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|
2014
Q2 | $729K | Sell |
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|
2014
Q1 | $772K | Buy |
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