JFS Wealth Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $186K | Hold |
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|
2025
Q2 | $183K | Hold |
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|
2025
Q1 | $164K | Hold |
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|
2024
Q4 | $158K | Hold |
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|
2024
Q3 | $176K | Hold |
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|
2024
Q2 | $167K | Buy |
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|
2024
Q1 | $156K | Buy |
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|
2023
Q4 | $113K | Hold |
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|
2023
Q3 | $101K | Hold |
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|
2023
Q2 | $112K | Sell |
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|
2023
Q1 | $111K | Buy |
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|
2022
Q4 | $98K | Sell |
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|
2022
Q3 | $136K | Hold |
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|
2022
Q2 | $151K | Hold |
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|
2022
Q1 | $180K | Buy |
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|
2021
Q4 | $3K | Buy |
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