Jackson Grant Investment Advisers’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.2K | Buy |
115
+2
| +2% | +$178 | ﹤0.01% | 263 |
|
|
2025
Q1 | $9.2K | Hold |
113
| – | – | ﹤0.01% | 267 |
|
|
2024
Q4 | $8.51K | Buy |
113
+2
| +2% | +$151 | ﹤0.01% | 274 |
|
|
2024
Q3 | $9.28K | Buy |
+111
| New | +$9.28K | ﹤0.01% | 267 |
|
|
2019
Q1 | – | Sell |
-923
| Closed | -$54K | – | 242 |
|
|
2018
Q4 | $54K | Sell |
923
-376
| -29% | -$22K | 0.04% | 141 |
|
|
2018
Q3 | $88K | Hold |
1,299
| – | – | 0.06% | 126 |
|
|
2018
Q2 | $87K | Buy |
1,299
+26
| +2% | +$1.74K | 0.06% | 126 |
|
|
2018
Q1 | $89K | Hold |
1,273
| – | – | 0.06% | 121 |
|
|
2017
Q4 | $90K | Buy |
1,273
+948
| +292% | +$67K | 0.06% | 122 |
|
|
2017
Q3 | $22K | Buy |
+325
| New | +$22K | 0.02% | 182 |
|
|
2016
Q2 | – | Sell |
-106
| Closed | -$6K | – | 167 |
|
|
2016
Q1 | $6K | Buy |
106
+17
| +19% | +$962 | 0.01% | 152 |
|
|
2015
Q4 | $0 | Buy |
+89
| New | – | ﹤0.01% | 194 |
|