JDM Financial Group’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $597K | Hold |
6,681
| – | – | 0.28% | 33 |
|
|
2025
Q1 | $546K | Sell |
6,681
-375
| -5% | -$30.7K | 0.28% | 33 |
|
|
2024
Q4 | $534K | Hold |
7,056
| – | – | 0.28% | 30 |
|
|
2024
Q3 | $590K | Sell |
7,056
-115
| -2% | -$9.62K | 0.32% | 29 |
|
|
2024
Q2 | $562K | Sell |
7,171
-50
| -0.7% | -$3.92K | 0.38% | 25 |
|
|
2024
Q1 | $577K | Sell |
7,221
-362
| -5% | -$28.9K | 0.42% | 23 |
|
|
2023
Q4 | $571K | Buy |
7,583
+107
| +1% | +$8.06K | 0.47% | 20 |
|
|
2023
Q3 | $515K | Sell |
7,476
-42
| -0.6% | -$2.9K | 0.48% | 20 |
|
|
2023
Q2 | $545K | Sell |
7,518
-22
| -0.3% | -$1.6K | 0.47% | 20 |
|
|
2023
Q1 | $539K | Sell |
7,540
-385
| -5% | -$27.5K | 0.5% | 19 |
|
|
2022
Q4 | $520K | Buy |
+7,925
| New | +$520K | 0.5% | 20 |
|