EverSource Wealth Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Sell |
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|
2025
Q1 | $1.21M | Buy |
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|
2024
Q4 | $1.06M | Buy |
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|
2024
Q3 | $673K | Sell |
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|
2024
Q2 | $1.44M | Sell |
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|
2024
Q1 | $1.44M | Buy |
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|
2023
Q4 | $661K | Buy |
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|
2023
Q3 | $176K | Buy |
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|
2023
Q2 | $107K | Buy |
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|
2023
Q1 | $45.8K | Sell |
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|
2022
Q4 | $61.4K | Buy |
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|
2022
Q3 | $48K | Buy |
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|
2022
Q2 | $53K | Sell |
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|
2022
Q1 | $137K | Buy |
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|
2021
Q4 | $4K | Buy |
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