EWA
EverSource Wealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.6M | Buy |
140,807
+12,521
| +10% | +$1.12M | 0.57% | 40 |
|
|
2025
Q1 | $10.5M | Buy |
128,286
+106,795
| +497% | +$8.73M | 0.58% | 41 |
|
|
2024
Q4 | $1.62M | Sell |
21,491
-417
| -2% | -$31.5K | 0.09% | 174 |
|
|
2024
Q3 | $1.83M | Sell |
21,908
-86,947
| -80% | -$7.27M | 0.12% | 148 |
|
|
2024
Q2 | $8.75M | Buy |
108,855
+8,298
| +8% | +$667K | 0.58% | 41 |
|
|
2024
Q1 | $7.77M | Buy |
100,557
+7,910
| +9% | +$611K | 0.61% | 41 |
|
|
2023
Q4 | $6.98M | Sell |
92,647
-19,287
| -17% | -$1.45M | 0.64% | 34 |
|
|
2023
Q3 | $7.71M | Buy |
111,934
+10,285
| +10% | +$709K | 0.82% | 26 |
|
|
2023
Q2 | $7.37M | Sell |
101,649
-4,829
| -5% | -$350K | 0.81% | 25 |
|
|
2023
Q1 | $7.62M | Buy |
106,478
+80,464
| +309% | +$5.75M | 0.95% | 21 |
|
|
2022
Q4 | $1.71M | Sell |
26,014
-3,635
| -12% | -$239K | 0.26% | 84 |
|
|
2022
Q3 | $1.66M | Sell |
29,649
-128
| -0.4% | -$7.17K | 0.38% | 46 |
|
|
2022
Q2 | $1.86M | Sell |
29,777
-531
| -2% | -$33.2K | 0.48% | 41 |
|
|
2022
Q1 | $2.23M | Buy |
30,308
+907
| +3% | +$66.8K | 0.57% | 32 |
|
|
2021
Q4 | $2.31M | Buy |
+29,401
| New | +$2.31M | 0.65% | 30 |
|