JJBC
James J. Burns & Company’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 | $13.9M | Buy |
166,413
+1,667
| +1% | +$139K | 2.27% | 11 |
|
|
2025
Q1 | $12.5M | Buy |
164,746
+11,165
| +7% | +$845K | 2.23% | 11 |
|
|
2024
Q4 | $10.8M | Buy |
153,581
+19,770
| +15% | +$1.39M | 1.88% | 11 |
|
|
2024
Q3 | $10.4M | Buy |
133,811
+13,471
| +11% | +$1.05M | 1.89% | 12 |
|
|
2024
Q2 | $8.74M | Buy |
120,340
+70,216
| +140% | +$5.1M | 1.72% | 12 |
|
|
2024
Q1 | $3.68M | Sell |
50,124
-43,594
| -47% | -$3.2M | 1.28% | 16 |
|
|
2023
Q4 | $6.59M | Buy |
93,718
+3,761
| +4% | +$265K | 1.57% | 14 |
|
|
2023
Q3 | $5.79M | Buy |
89,957
+5,604
| +7% | +$361K | 1.55% | 15 |
|
|
2023
Q2 | $5.69M | Buy |
84,353
+4,328
| +5% | +$292K | 1.44% | 15 |
|
|
2023
Q1 | $5.35M | Buy |
80,025
+36,732
| +85% | +$2.46M | 1.38% | 17 |
|
|
2022
Q4 | $2.67M | Buy |
43,293
+9,073
| +27% | +$559K | 1.09% | 24 |
|
|
2022
Q3 | $1.8M | Buy |
+34,220
| New | +$1.8M | 0.8% | 30 |
|