EverSource Wealth Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Sell |
|
|||||
|
2025
Q1 | $983K | Buy |
|
|||||
|
2024
Q4 | $910K | Buy |
|
|||||
|
2024
Q3 | $743K | Sell |
|
|||||
|
2024
Q2 | $1.01M | Buy |
|
|||||
|
2024
Q1 | $543K | Buy |
|
|||||
|
2023
Q4 | $515K | Sell |
|
|||||
|
2023
Q3 | $617K | Sell |
|
|||||
|
2023
Q2 | $948K | Buy |
|
|||||
|
2023
Q1 | $930K | Buy |
|
|||||
|
2022
Q4 | $529K | Sell |
|
|||||
|
2022
Q3 | $462K | Buy |
|
|||||
|
2022
Q2 | $445K | Buy |
|
|||||
|
2022
Q1 | $515K | Sell |
|
|||||
|
2021
Q4 | $749K | Buy |
|