Evernest Financial Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $336K | Hold |
3,756
| – | – | 0.11% | 133 |
|
|
2025
Q1 | $307K | Hold |
3,756
| – | – | 0.11% | 127 |
|
|
2024
Q4 | $284K | Hold |
3,756
| – | – | 0.07% | 137 |
|
|
2024
Q3 | $314K | Hold |
3,756
| – | – | 0.08% | 128 |
|
|
2024
Q2 | $294K | Hold |
3,756
| – | – | 0.13% | 109 |
|
|
2024
Q1 | $286K | Buy |
3,756
+979
| +35% | +$74.5K | 0.14% | 108 |
|
|
2023
Q4 | $209K | Buy |
+2,777
| New | +$209K | 0.11% | 122 |
|
|
2021
Q4 | $209K | Buy |
+2,777
| New | +$209K | 0.11% | 116 |
|