EFA
Evernest Financial Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.5M | Buy |
80,039
+3,241
| +4% | +$589K | 4.71% | 4 |
|
|
2025
Q1 | $13.3M | Buy |
76,798
+9,131
| +13% | +$1.58M | 4.77% | 4 |
|
|
2024
Q4 | $11.9M | Buy |
67,667
+454
| +0.7% | +$79.6K | 3.08% | 9 |
|
|
2024
Q3 | $12M | Buy |
67,213
+452
| +0.7% | +$81K | 3.25% | 10 |
|
|
2024
Q2 | $11M | Buy |
66,761
+1,605
| +2% | +$264K | 4.91% | 5 |
|
|
2024
Q1 | $10.4M | Buy |
65,156
+2,960
| +5% | +$473K | 4.93% | 5 |
|
|
2023
Q4 | $9.81M | Buy |
+62,196
| New | +$9.81M | 4.98% | 4 |
|
|
2021
Q4 | $10M | Buy |
+62,910
| New | +$10M | 5.18% | 4 |
|