Jackson Grant Investment Advisers’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.7K | Sell |
308
-3,109
| -91% | -$259K | 0.01% | 220 |
|
|
2025
Q1 | $259K | Hold |
3,417
| – | – | 0.1% | 91 |
|
|
2024
Q4 | $240K | Buy |
3,417
+1
| +0% | +$70 | 0.09% | 89 |
|
|
2024
Q3 | $267K | Buy |
3,416
+83
| +2% | +$6.48K | 0.1% | 89 |
|
|
2024
Q2 | $242K | Buy |
3,333
+2,074
| +165% | +$151K | 0.1% | 94 |
|
|
2024
Q1 | $93.4K | Hold |
1,259
| – | – | 0.04% | 144 |
|
|
2023
Q4 | $88.6K | Hold |
1,259
| – | – | 0.04% | 142 |
|
|
2023
Q3 | $81K | Buy |
1,259
+1,037
| +467% | +$66.7K | 0.04% | 143 |
|
|
2023
Q2 | $15K | Hold |
222
| – | – | 0.01% | 238 |
|
|
2023
Q1 | $14.8K | Buy |
+222
| New | +$14.8K | 0.01% | 276 |
|
|
2019
Q1 | – | Sell |
-157
| Closed | -$9K | – | 249 |
|
|
2018
Q4 | $9K | Buy |
+157
| New | +$9K | 0.01% | 200 |
|