J.P. Morgan Private Wealth Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

J.P. Morgan Private Wealth Advisors’s Portfolio EFG Stock Details EFG Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	$30.4M	Sell	352,482 -63,963	-15%	-$5.52M	0.09%	217
2023 Q2	$39.7M	Sell	416,445 -3,857	-0.9%	-$368K	0.21%	103
2023 Q1	$39.4M	Buy	420,302 +34,456	+9%	+$3.23M	0.08%	217
2022 Q4	$32.3M	Buy	385,846 +306,259	+385%	+$25.7M	0.07%	239
2022 Q3	$5.78M	Buy	79,587 +16,391	+26%	+$1.19M	0.02%	521
2022 Q2	$5.09M	Buy	63,196 +18,046	+40%	+$1.45M	0.01%	561
2022 Q1	$4.35M	Sell	45,150 -118,543	-72%	-$11.4M	0.01%	662
2021 Q4	$18.1M	Buy	163,693 +47,724	+41%	+$5.26M	0.04%	335
2021 Q3	$12.3M	Buy	115,969 +23,218	+25%	+$2.47M	0.03%	389
2021 Q2	$9.95M	Buy	92,751 +24,717	+36%	+$2.65M	0.03%	416
2021 Q1	$6.84M	Sell	68,034 -87,623	-56%	-$8.8M	0.02%	440
2020 Q4	$15.7M	Buy	155,657 +15,557	+11%	+$1.57M	0.05%	301
2020 Q3	$12.6M	Buy	140,100 +12,649	+10%	+$1.14M	0.05%	289
2020 Q2	$10.6M	Buy	127,451 +29,417	+30%	+$2.44M	0.05%	276
2020 Q1	$6.97M	Buy	98,034 +78,919	+413%	+$5.61M	0.04%	306
2019 Q4	$1.65M	Buy	19,115 +2,998	+19%	+$259K	0.01%	656
2019 Q3	$1.3M	Buy	16,117 +3,354	+26%	+$270K	0.01%	682
2019 Q2	$1.03M	Buy	12,763 +22	+0.2%	+$1.78K	0.01%	746
2019 Q1	$987K	Buy	12,741 +1,447	+13%	+$112K	0.01%	801
2018 Q4	$780K	Buy	11,294 +46	+0.4%	+$3.18K	﹤0.01%	833
2018 Q3	$901K	Buy	11,248 +600	+6%	+$48.1K	﹤0.01%	857
2018 Q2	$839K	Buy	10,648 +448	+4%	+$35.3K	﹤0.01%	828
2018 Q1	$820K	Sell	10,200 -443	-4%	-$35.6K	0.01%	701
2017 Q4	$859K	Sell	10,643 -5,600	-34%	-$452K	0.01%	708
2017 Q3	$1.26M	Buy	16,243 +5,505	+51%	+$426K	0.01%	573
2017 Q2	$794K	Buy	10,738 +489	+5%	+$36.2K	0.01%	677
2017 Q1	$712K	Buy	10,249 +103	+1%	+$7.16K	0.01%	738
2016 Q4	$646K	Sell	10,146 -444	-4%	-$28.3K	0.01%	720
2016 Q3	$724K	Buy	10,590 +367	+4%	+$25.1K	0.01%	665
2016 Q2	$669K	Buy	10,223 +3,858	+61%	+$252K	0.01%	691
2016 Q1	$419K	Sell	6,365 -2,183	-26%	-$144K	﹤0.01%	805
2015 Q4	$574K	Sell	8,548 -6,310	-42%	-$424K	0.01%	645
2015 Q3	$948K	Buy	14,858 +1,674	+13%	+$107K	0.01%	482
2015 Q2	$922K	Sell	13,184 -908	-6%	-$63.5K	0.01%	523
2015 Q1	$988K	Sell	14,092 -2,880	-17%	-$202K	0.01%	527
2014 Q4	$1.12M	Sell	16,972 -628	-4%	-$41.3K	0.01%	507
2014 Q3	$1.2M	Buy	17,600 +31	+0.2%	+$2.11K	0.02%	469
2014 Q2	$1.27M	Sell	17,569 -1,444	-8%	-$105K	0.02%	364
2014 Q1	$1.35M	Sell	19,013 -2,011	-10%	-$143K	0.02%	347
2013 Q4	$1.5M	Buy	21,024 +17,231	+454%	+$1.23M	0.03%	291
2013 Q3	$258K	Buy	3,793 +6	+0.2%	+$408	0.01%	534
2013 Q2	$234K	Buy	+3,787	New	+$234K	0.01%	539