JJBC
James J. Burns & Company’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $912K | Sell |
8,141
-677
| -8% | -$75.8K | 0.15% | 67 |
|
|
2025
Q1 | $882K | Buy |
8,818
+5
| +0.1% | +$500 | 0.16% | 64 |
|
|
2024
Q4 | $853K | Buy |
8,813
+31
| +0.4% | +$3K | 0.15% | 67 |
|
|
2024
Q3 | $945K | Sell |
8,782
-19
| -0.2% | -$2.05K | 0.17% | 63 |
|
|
2024
Q2 | $900K | Buy |
8,801
+4,564
| +108% | +$467K | 0.18% | 61 |
|
|
2024
Q1 | $433K | Sell |
4,237
-4,915
| -54% | -$502K | 0.15% | 57 |
|
|
2023
Q4 | $886K | Buy |
9,152
+795
| +10% | +$77K | 0.21% | 56 |
|
|
2023
Q3 | $721K | Sell |
8,357
-4,755
| -36% | -$410K | 0.19% | 58 |
|
|
2023
Q2 | $1.25M | Sell |
13,112
-8,229
| -39% | -$785K | 0.32% | 50 |
|
|
2023
Q1 | $2M | Buy |
21,341
+3,261
| +18% | +$306K | 0.52% | 40 |
|
|
2022
Q4 | $1.51M | Sell |
18,080
-2,882
| -14% | -$241K | 0.62% | 34 |
|
|
2022
Q3 | $1.52M | Buy |
+20,962
| New | +$1.52M | 0.68% | 36 |
|