JFS Wealth Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $183K | Hold |
1,636
| – | – | 0.01% | 309 |
|
|
2025
Q1 | $164K | Hold |
1,636
| – | – | 0.01% | 326 |
|
|
2024
Q4 | $158K | Hold |
1,636
| – | – | 0.01% | 315 |
|
|
2024
Q3 | $176K | Hold |
1,636
| – | – | 0.01% | 300 |
|
|
2024
Q2 | $167K | Buy |
1,636
+133
| +9% | +$13.6K | 0.01% | 256 |
|
|
2024
Q1 | $156K | Buy |
1,503
+333
| +28% | +$34.6K | 0.01% | 264 |
|
|
2023
Q4 | $113K | Hold |
1,170
| – | – | 0.01% | 284 |
|
|
2023
Q3 | $101K | Hold |
1,170
| – | – | 0.01% | 276 |
|
|
2023
Q2 | $112K | Sell |
1,170
-16
| -1% | -$1.53K | 0.01% | 268 |
|
|
2023
Q1 | $111K | Buy |
1,186
+16
| +1% | +$1.5K | 0.01% | 261 |
|
|
2022
Q4 | $98K | Sell |
1,170
-700
| -37% | -$58.6K | 0.01% | 282 |
|
|
2022
Q3 | $136K | Hold |
1,870
| – | – | 0.01% | 254 |
|
|
2022
Q2 | $151K | Hold |
1,870
| – | – | 0.02% | 246 |
|
|
2022
Q1 | $180K | Buy |
1,870
+1,846
| +7,692% | +$178K | 0.02% | 235 |
|
|
2021
Q4 | $3K | Buy |
+24
| New | +$3K | ﹤0.01% | 929 |
|