JDM Financial Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.91M | Buy |
22,900
+251
| +1% | +$21K | 0.9% | 20 |
|
|
2025
Q1 | $1.71M | Sell |
22,649
-239
| -1% | -$18.1K | 0.87% | 21 |
|
|
2024
Q4 | $1.61M | Sell |
22,888
-48
| -0.2% | -$3.37K | 0.84% | 19 |
|
|
2024
Q3 | $1.79M | Sell |
22,936
-5,143
| -18% | -$401K | 0.97% | 19 |
|
|
2024
Q2 | $2.04M | Buy |
28,079
+47
| +0.2% | +$3.41K | 1.38% | 15 |
|
|
2024
Q1 | $2.08M | Sell |
28,032
-21
| -0.1% | -$1.56K | 1.52% | 15 |
|
|
2023
Q4 | $1.97M | Buy |
28,053
+10
| +0% | +$703 | 1.64% | 15 |
|
|
2023
Q3 | $1.8M | Sell |
28,043
-13
| -0% | -$837 | 1.66% | 15 |
|
|
2023
Q2 | $1.89M | Buy |
28,056
+139
| +0.5% | +$9.38K | 1.65% | 15 |
|
|
2023
Q1 | $1.87M | Buy |
27,917
+1,193
| +4% | +$79.8K | 1.72% | 15 |
|
|
2022
Q4 | $1.65M | Buy |
+26,724
| New | +$1.65M | 1.58% | 15 |
|