Jamison Private Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Jamison Private Wealth Management’s Portfolio IEFA Stock Details IEFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$770K	Hold
2025 Q2	$736K	Buy
2025 Q1	$295K	Hold
2024 Q4	$274K	Sell
2024 Q3	$306K	Hold
2024 Q2	$285K	Hold
2024 Q1	$291K	Buy