JIP
Jaffetilchin Investment Partners’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 | $1.34M | Sell |
16,005
-332
| -2% | -$27.7K | 0.09% | 151 |
|
2025
Q1 | $1.24M | Buy |
16,337
+6,030
| +59% | +$456K | 0.09% | 154 |
|
2024
Q4 | $724K | Buy |
10,307
+903
| +10% | +$63.5K | 0.05% | 191 |
|
2024
Q3 | $734K | Buy |
9,404
+100
| +1% | +$7.81K | 0.06% | 181 |
|
2024
Q2 | $676K | Sell |
9,304
-243
| -3% | -$17.7K | 0.06% | 179 |
|
2024
Q1 | $709K | Sell |
9,547
-258
| -3% | -$19.1K | 0.06% | 172 |
|
2023
Q4 | $690K | Sell |
9,805
-67
| -0.7% | -$4.71K | 0.07% | 178 |
|
2023
Q3 | $635K | Buy |
9,872
+600
| +6% | +$38.6K | 0.07% | 167 |
|
2023
Q2 | $626K | Buy |
9,272
+152
| +2% | +$10.3K | 0.07% | 172 |
|
2023
Q1 | $610K | Sell |
9,120
-518
| -5% | -$34.6K | 0.07% | 171 |
|
2022
Q4 | $594K | Sell |
9,638
-3,078
| -24% | -$190K | 0.07% | 177 |
|
2022
Q3 | $670K | Sell |
12,716
-73
| -0.6% | -$3.85K | 0.09% | 145 |
|
2022
Q2 | $753K | Buy |
12,789
+617
| +5% | +$36.3K | 0.09% | 150 |
|
2022
Q1 | $747K | Buy |
12,172
+369
| +3% | +$22.6K | 0.09% | 148 |
|
2021
Q4 | $881K | Buy |
11,803
+228
| +2% | +$17K | 0.08% | 151 |
|
2021
Q3 | $859K | Sell |
11,575
-8,076
| -41% | -$599K | 0.09% | 144 |
|
2021
Q2 | $1.42M | Buy |
19,651
+10,347
| +111% | +$749K | 0.1% | 142 |
|
2021
Q1 | $670K | Buy |
9,304
+1,018
| +12% | +$73.3K | 0.08% | 170 |
|
2020
Q4 | $572K | Buy |
8,286
+2,257
| +37% | +$156K | 0.08% | 153 |
|
2020
Q3 | $363K | Buy |
6,029
+800
| +15% | +$48.2K | 0.07% | 171 |
|
2020
Q2 | $299K | Sell |
5,229
-6,595
| -56% | -$377K | 0.07% | 168 |
|
2020
Q1 | $590K | Sell |
11,824
-22,917
| -66% | -$1.14M | 0.21% | 74 |
|
2019
Q4 | $2.27M | Sell |
34,741
-3,405
| -9% | -$222K | 0.49% | 40 |
|
2019
Q3 | $2.33M | Buy |
38,146
+22,972
| +151% | +$1.4M | 0.56% | 33 |
|
2019
Q2 | $932K | Buy |
15,174
+525
| +4% | +$32.2K | 0.22% | 75 |
|
2019
Q1 | $890K | Sell |
14,649
-247
| -2% | -$15K | 0.2% | 83 |
|
2018
Q4 | $819K | Sell |
14,896
-8,104
| -35% | -$446K | 0.2% | 73 |
|
2018
Q3 | $1.47M | Sell |
23,000
-3,657
| -14% | -$234K | 0.31% | 55 |
|
2018
Q2 | $1.69M | Buy |
26,657
+9,595
| +56% | +$608K | 0.38% | 40 |
|
2018
Q1 | $1.12M | Buy |
17,062
+9,496
| +126% | +$626K | 0.25% | 66 |
|
2017
Q4 | $500K | Sell |
7,566
-10,711
| -59% | -$708K | 0.17% | 111 |
|
2017
Q3 | $1.17M | Buy |
18,277
+12,726
| +229% | +$817K | 0.28% | 65 |
|
2017
Q2 | $338K | Sell |
5,551
-877
| -14% | -$53.4K | 0.11% | 155 |
|
2017
Q1 | $373K | Sell |
6,428
-680
| -10% | -$39.5K | 0.09% | 176 |
|
2016
Q4 | $381K | Buy |
+7,108
| New | +$381K | 0.11% | 152 |
|
2014
Q3 | – | Sell |
-77,308
| Closed | -$4.81M | – | 222 |
|
2014
Q2 | $4.81M | Buy |
77,308
+7,377
| +11% | +$459K | 1.72% | 14 |
|
2014
Q1 | $4.27M | Buy |
+69,931
| New | +$4.27M | 1.67% | 14 |
|