EverSource Wealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.6M | Buy |
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|
2025
Q1 | $10.5M | Buy |
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|
2024
Q4 | $1.62M | Sell |
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|
2024
Q3 | $1.83M | Sell |
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|
2024
Q2 | $8.75M | Buy |
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|
2024
Q1 | $7.77M | Buy |
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|
2023
Q4 | $6.98M | Sell |
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|
2023
Q3 | $7.71M | Buy |
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|
2023
Q2 | $7.37M | Sell |
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|
2023
Q1 | $7.62M | Buy |
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|
2022
Q4 | $1.71M | Sell |
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|
2022
Q3 | $1.66M | Sell |
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|
2022
Q2 | $1.86M | Sell |
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|
2022
Q1 | $2.23M | Buy |
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|
2021
Q4 | $2.31M | Buy |
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