EWA
EverSource Wealth Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Sell |
9,005
-825
| -8% | -$92.4K | 0.05% | 275 |
|
|
2025
Q1 | $983K | Buy |
9,830
+433
| +5% | +$43.3K | 0.05% | 251 |
|
|
2024
Q4 | $910K | Buy |
9,397
+2,499
| +36% | +$242K | 0.05% | 257 |
|
|
2024
Q3 | $743K | Sell |
6,898
-2,840
| -29% | -$306K | 0.05% | 266 |
|
|
2024
Q2 | $1.01M | Buy |
9,738
+4,245
| +77% | +$439K | 0.07% | 215 |
|
|
2024
Q1 | $543K | Buy |
5,493
+179
| +3% | +$17.7K | 0.04% | 251 |
|
|
2023
Q4 | $515K | Sell |
5,314
-1,834
| -26% | -$178K | 0.05% | 242 |
|
|
2023
Q3 | $617K | Sell |
7,148
-2,785
| -28% | -$240K | 0.07% | 204 |
|
|
2023
Q2 | $948K | Buy |
9,933
+2
| +0% | +$191 | 0.1% | 163 |
|
|
2023
Q1 | $930K | Buy |
9,931
+3,617
| +57% | +$339K | 0.12% | 149 |
|
|
2022
Q4 | $529K | Sell |
6,314
-51
| -0.8% | -$4.27K | 0.08% | 190 |
|
|
2022
Q3 | $462K | Buy |
6,365
+838
| +15% | +$60.8K | 0.11% | 185 |
|
|
2022
Q2 | $445K | Buy |
5,527
+180
| +3% | +$14.5K | 0.11% | 164 |
|
|
2022
Q1 | $515K | Sell |
5,347
-1,443
| -21% | -$139K | 0.13% | 146 |
|
|
2021
Q4 | $749K | Buy |
+6,790
| New | +$749K | 0.21% | 77 |
|