Evernest Financial Advisors’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 | $9.54M | Buy |
114,286
+4,071
| +4% | +$340K | 3.09% | 7 |
|
|
2025
Q1 | $8.34M | Sell |
110,215
-842
| -0.8% | -$63.7K | 2.99% | 8 |
|
|
2024
Q4 | $7.81M | Sell |
111,057
-68,686
| -38% | -$4.83M | 2.02% | 14 |
|
|
2024
Q3 | $14M | Buy |
179,743
+78
| +0% | +$6.09K | 3.78% | 8 |
|
|
2024
Q2 | $13.1M | Buy |
179,665
+8,424
| +5% | +$612K | 5.85% | 3 |
|
|
2024
Q1 | $12.1M | Buy |
171,241
+9,394
| +6% | +$665K | 5.74% | 4 |
|
|
2023
Q4 | $11.4M | Buy |
+161,847
| New | +$11.4M | 5.78% | 2 |
|
|
2021
Q4 | $11.4M | Buy |
+162,035
| New | +$11.4M | 5.88% | 2 |
|