EverSource Wealth Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Sell |
15,378
-639
| -4% | -$53.3K | 0.06% | 227 |
|
|
2025
Q1 | $1.21M | Buy |
16,017
+978
| +7% | +$74K | 0.07% | 216 |
|
|
2024
Q4 | $1.06M | Buy |
15,039
+6,412
| +74% | +$451K | 0.06% | 238 |
|
|
2024
Q3 | $673K | Sell |
8,627
-10,616
| -55% | -$829K | 0.04% | 282 |
|
|
2024
Q2 | $1.44M | Sell |
19,243
-762
| -4% | -$57K | 0.1% | 165 |
|
|
2024
Q1 | $1.44M | Buy |
20,005
+10,611
| +113% | +$762K | 0.11% | 146 |
|
|
2023
Q4 | $661K | Buy |
9,394
+6,655
| +243% | +$468K | 0.06% | 212 |
|
|
2023
Q3 | $176K | Buy |
2,739
+1,159
| +73% | +$74.6K | 0.02% | 425 |
|
|
2023
Q2 | $107K | Buy |
1,580
+895
| +131% | +$60.4K | 0.01% | 561 |
|
|
2023
Q1 | $45.8K | Sell |
685
-311
| -31% | -$20.8K | 0.01% | 819 |
|
|
2022
Q4 | $61.4K | Buy |
996
+86
| +9% | +$5.3K | 0.01% | 679 |
|
|
2022
Q3 | $48K | Buy |
910
+12
| +1% | +$633 | 0.01% | 648 |
|
|
2022
Q2 | $53K | Sell |
898
-1,070
| -54% | -$63.2K | 0.01% | 611 |
|
|
2022
Q1 | $137K | Buy |
1,968
+1,918
| +3,836% | +$134K | 0.03% | 294 |
|
|
2021
Q4 | $4K | Buy |
+50
| New | +$4K | ﹤0.01% | 1333 |
|