JWA
JFS Wealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.34M | Buy |
48,513
+104
| +0.2% | +$9.3K | 0.28% | 62 |
|
|
2025
Q1 | $3.96M | Buy |
48,409
+125
| +0.3% | +$10.2K | 0.27% | 63 |
|
|
2024
Q4 | $3.65M | Sell |
48,284
-655
| -1% | -$49.5K | 0.25% | 63 |
|
|
2024
Q3 | $4.09M | Sell |
48,939
-294
| -0.6% | -$24.6K | 0.27% | 63 |
|
|
2024
Q2 | $3.86M | Sell |
49,233
-180
| -0.4% | -$14.1K | 0.3% | 51 |
|
|
2024
Q1 | $3.95M | Sell |
49,413
-3,791
| -7% | -$303K | 0.31% | 52 |
|
|
2023
Q4 | $4.01M | Buy |
53,204
+4,698
| +10% | +$354K | 0.34% | 50 |
|
|
2023
Q3 | $3.34M | Buy |
48,506
+97
| +0.2% | +$6.69K | 0.32% | 52 |
|
|
2023
Q2 | $3.51M | Buy |
48,409
+2,296
| +5% | +$166K | 0.32% | 52 |
|
|
2023
Q1 | $3.3M | Sell |
46,113
-1,541
| -3% | -$110K | 0.31% | 55 |
|
|
2022
Q4 | $3.13M | Sell |
47,654
-1,674
| -3% | -$110K | 0.31% | 55 |
|
|
2022
Q3 | $2.76M | Sell |
49,328
-141
| -0.3% | -$7.9K | 0.3% | 56 |
|
|
2022
Q2 | $3.09M | Sell |
49,469
-299
| -0.6% | -$18.7K | 0.33% | 54 |
|
|
2022
Q1 | $3.66M | Sell |
49,768
-3,649
| -7% | -$269K | 0.35% | 55 |
|
|
2021
Q4 | $4.2M | Buy |
53,417
+4,714
| +10% | +$371K | 0.4% | 52 |
|
|
2021
Q3 | $3.8M | Buy |
48,703
+23,285
| +92% | +$1.82M | 0.39% | 51 |
|
|
2021
Q2 | $2.01M | Buy |
25,418
+96
| +0.4% | +$7.57K | 0.3% | 55 |
|
|
2021
Q1 | $1.92M | Buy |
25,322
+2,047
| +9% | +$155K | 0.39% | 51 |
|
|
2020
Q4 | $1.7M | Buy |
23,275
+1,234
| +6% | +$90K | 0.36% | 56 |
|
|
2020
Q3 | $1.4M | Buy |
22,041
+110
| +0.5% | +$7K | 0.33% | 59 |
|
|
2020
Q2 | $1.34M | Buy |
21,931
+4,685
| +27% | +$285K | 0.35% | 58 |
|
|
2020
Q1 | $922K | Buy |
17,246
+5,614
| +48% | +$300K | 0.28% | 63 |
|
|
2019
Q4 | $808K | Buy |
11,632
+66
| +0.6% | +$4.59K | 0.2% | 78 |
|
|
2019
Q3 | $754K | Buy |
11,566
+39
| +0.3% | +$2.54K | 0.19% | 79 |
|
|
2019
Q2 | $758K | Sell |
11,527
-343
| -3% | -$22.6K | 0.19% | 81 |
|
|
2019
Q1 | $770K | Buy |
11,870
+666
| +6% | +$43.2K | 0.2% | 77 |
|
|
2018
Q4 | $659K | Sell |
11,204
-463
| -4% | -$27.2K | 0.18% | 83 |
|
|
2018
Q3 | $793K | Sell |
11,667
-485
| -4% | -$33K | 0.2% | 72 |
|
|
2018
Q2 | $814K | Sell |
12,152
-10
| -0.1% | -$670 | 0.21% | 69 |
|
|
2018
Q1 | $847K | Buy |
12,162
+1,509
| +14% | +$105K | 0.22% | 67 |
|
|
2017
Q4 | $749K | Buy |
10,653
+17
| +0.2% | +$1.2K | 0.18% | 77 |
|
|
2017
Q3 | $728K | Buy |
10,636
+9,079
| +583% | +$621K | 0.19% | 71 |
|
|
2017
Q2 | $101K | Buy |
1,557
+856
| +122% | +$55.5K | 0.03% | 171 |
|
|
2017
Q1 | $40K | Hold |
701
| – | – | 0.01% | 240 |
|
|
2016
Q4 | $40K | Sell |
701
-749
| -52% | -$42.7K | 0.01% | 240 |
|
|
2016
Q3 | $86K | Sell |
1,450
-4,173
| -74% | -$248K | 0.02% | 193 |
|
|
2016
Q2 | $314K | Sell |
5,623
-1,987
| -26% | -$111K | 0.09% | 123 |
|
|
2016
Q1 | $435K | Buy |
7,610
+996
| +15% | +$56.9K | 0.13% | 87 |
|
|
2015
Q4 | $389K | Sell |
6,614
-1,863
| -22% | -$110K | 0.11% | 95 |
|
|
2015
Q3 | $486K | Buy |
8,477
+1,205
| +17% | +$69.1K | 0.21% | 66 |
|
|
2015
Q2 | $462K | Sell |
7,272
-588
| -7% | -$37.4K | 0.24% | 56 |
|
|
2015
Q1 | $504K | Sell |
7,860
-318
| -4% | -$20.4K | 0.24% | 56 |
|
|
2014
Q4 | $498K | Sell |
8,178
-896
| -10% | -$54.6K | 0.08% | 54 |
|
|
2014
Q3 | $582K | Sell |
9,074
-2,256
| -20% | -$145K | 0.1% | 42 |
|
|
2014
Q2 | $775K | Sell |
11,330
-11,201
| -50% | -$766K | 0.14% | 37 |
|
|
2014
Q1 | $1.51M | Sell |
22,531
-8,028
| -26% | -$539K | 0.84% | 26 |
|
|
2013
Q4 | $2.05M | Buy |
30,559
+4,724
| +18% | +$317K | 0.89% | 26 |
|
|
2013
Q3 | $1.65M | Sell |
25,835
-3,915
| -13% | -$250K | 0.77% | 30 |
|
|
2013
Q2 | $1.7M | Buy |
+29,750
| New | +$1.7M | 0.86% | 27 |
|