JFG Wealth Management’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 | $777K | Sell |
9,311
-5
| -0.1% | -$417 | 0.16% | 30 |
|
|
2025
Q1 | $705K | Sell |
9,316
-4,900
| -34% | -$371K | 0.16% | 38 |
|
|
2024
Q4 | $999K | Sell |
14,216
-1,679
| -11% | -$118K | 0.23% | 42 |
|
|
2024
Q3 | $1.24M | Buy |
15,895
+5,859
| +58% | +$457K | 0.34% | 25 |
|
|
2024
Q2 | $729K | Buy |
10,036
+4,462
| +80% | +$324K | 0.21% | 23 |
|
|
2024
Q1 | $414K | Buy |
5,574
+1,558
| +39% | +$116K | 0.11% | 37 |
|
|
2023
Q4 | $283K | Hold |
4,016
| – | – | 0.08% | 62 |
|
|
2023
Q3 | $258K | Hold |
4,016
| – | – | 0.08% | 28 |
|
|
2023
Q2 | $271K | Hold |
4,016
| – | – | 0.08% | 29 |
|
|
2023
Q1 | $268K | Buy |
+4,016
| New | +$268K | 0.09% | 25 |
|