JPWM
Jamison Private Wealth Management’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 | $736K | Buy |
8,814
+4,914
| +126% | +$410K | 0.11% | 120 |
|
|
2025
Q1 | $295K | Hold |
3,900
| – | – | 0.05% | 175 |
|
|
2024
Q4 | $274K | Sell |
3,900
-26
| -0.7% | -$1.83K | 0.04% | 182 |
|
|
2024
Q3 | $306K | Hold |
3,926
| – | – | 0.05% | 164 |
|
|
2024
Q2 | $285K | Hold |
3,926
| – | – | 0.05% | 156 |
|
|
2024
Q1 | $291K | Buy |
+3,926
| New | +$291K | 0.05% | 154 |
|