Evermay Wealth Management’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 | $206K | Buy |
2,466
+198
| +9% | +$16.5K | 0.03% | 194 |
|
|
2025
Q1 | $172K | Sell |
2,268
-117
| -5% | -$8.85K | 0.02% | 203 |
|
|
2024
Q4 | $168K | Buy |
2,385
+217
| +10% | +$15.3K | 0.03% | 210 |
|
|
2024
Q3 | $169K | Hold |
2,168
| – | – | 0.03% | 211 |
|
|
2024
Q2 | $157K | Buy |
2,168
+423
| +24% | +$30.7K | 0.03% | 212 |
|
|
2024
Q1 | $130K | Sell |
1,745
-34
| -2% | -$2.52K | 0.02% | 246 |
|
|
2023
Q4 | $125K | Buy |
1,779
+116
| +7% | +$8.16K | 0.02% | 223 |
|
|
2023
Q3 | $107K | Hold |
1,663
| – | – | 0.02% | 230 |
|
|
2023
Q2 | $112K | Hold |
1,663
| – | – | 0.02% | 229 |
|
|
2023
Q1 | $111K | Buy |
1,663
+10
| +0.6% | +$669 | 0.02% | 227 |
|
|
2022
Q4 | $102K | Buy |
1,653
+803
| +94% | +$49.5K | 0.02% | 227 |
|
|
2022
Q3 | $45K | Buy |
+850
| New | +$45K | 0.01% | 292 |
|