EWA
EverSource Wealth Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.33M | Buy |
52,445
+4,502
| +9% | +$286K | 0.15% | 125 |
|
|
2025
Q1 | $2.83M | Buy |
47,943
+2,780
| +6% | +$164K | 0.16% | 123 |
|
|
2024
Q4 | $2.37M | Buy |
45,163
+5,102
| +13% | +$268K | 0.13% | 129 |
|
|
2024
Q3 | $2.3M | Sell |
40,061
-1,910
| -5% | -$110K | 0.15% | 128 |
|
|
2024
Q2 | $2.32M | Buy |
41,971
+1,785
| +4% | +$98.5K | 0.15% | 122 |
|
|
2024
Q1 | $2.15M | Sell |
40,186
-3,357
| -8% | -$179K | 0.17% | 112 |
|
|
2023
Q4 | $2.27M | Buy |
43,543
+693
| +2% | +$36.1K | 0.21% | 103 |
|
|
2023
Q3 | $2.1M | Buy |
42,850
+2,832
| +7% | +$139K | 0.22% | 100 |
|
|
2023
Q2 | $1.96M | Buy |
40,018
+418
| +1% | +$20.5K | 0.22% | 102 |
|
|
2023
Q1 | $1.92M | Sell |
39,600
-4,525
| -10% | -$220K | 0.24% | 99 |
|
|
2022
Q4 | $2.02M | Buy |
44,125
+2,933
| +7% | +$135K | 0.31% | 76 |
|
|
2022
Q3 | $1.59M | Sell |
41,192
-6,947
| -14% | -$268K | 0.36% | 48 |
|
|
2022
Q2 | $2.09M | Buy |
48,139
+7,264
| +18% | +$315K | 0.54% | 37 |
|
|
2022
Q1 | $2.05M | Sell |
40,875
-3,298
| -7% | -$166K | 0.52% | 36 |
|
|
2021
Q4 | $2.23M | Buy |
+44,173
| New | +$2.23M | 0.62% | 33 |
|