JWA
JFS Wealth Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.1M | Buy |
324,150
+8,118
| +3% | +$678K | 1.72% | 15 |
|
|
2025
Q1 | $23.9M | Buy |
316,032
+2,933
| +0.9% | +$222K | 1.62% | 16 |
|
|
2024
Q4 | $22M | Buy |
313,099
+6,527
| +2% | +$459K | 1.5% | 16 |
|
|
2024
Q3 | $23.9M | Buy |
306,572
+20,495
| +7% | +$1.6M | 1.6% | 17 |
|
|
2024
Q2 | $20.8M | Buy |
286,077
+441
| +0.2% | +$32K | 1.64% | 16 |
|
|
2024
Q1 | $21.2M | Buy |
285,636
+15,051
| +6% | +$1.12M | 1.68% | 16 |
|
|
2023
Q4 | $19M | Buy |
270,585
+46,097
| +21% | +$3.24M | 1.62% | 17 |
|
|
2023
Q3 | $14.4M | Buy |
224,488
+24,679
| +12% | +$1.59M | 1.36% | 18 |
|
|
2023
Q2 | $13.5M | Buy |
199,809
+12,005
| +6% | +$810K | 1.21% | 21 |
|
|
2023
Q1 | $12.6M | Buy |
187,804
+6,826
| +4% | +$456K | 1.18% | 22 |
|
|
2022
Q4 | $11.2M | Buy |
180,978
+35,763
| +25% | +$2.2M | 1.09% | 23 |
|
|
2022
Q3 | $7.65M | Buy |
145,215
+15,965
| +12% | +$841K | 0.84% | 23 |
|
|
2022
Q2 | $7.61M | Buy |
129,250
+5,200
| +4% | +$306K | 0.8% | 25 |
|
|
2022
Q1 | $8.62M | Sell |
124,050
-14,579
| -11% | -$1.01M | 0.81% | 24 |
|
|
2021
Q4 | $10.3M | Buy |
138,629
+13,010
| +10% | +$971K | 0.98% | 20 |
|
|
2021
Q3 | $9.33M | Buy |
125,619
+95,688
| +320% | +$7.1M | 0.96% | 21 |
|
|
2021
Q2 | $2.24M | Buy |
29,931
+972
| +3% | +$72.8K | 0.33% | 49 |
|
|
2021
Q1 | $2.09M | Buy |
28,959
+1,957
| +7% | +$141K | 0.43% | 50 |
|
|
2020
Q4 | $1.87M | Buy |
27,002
+511
| +2% | +$35.3K | 0.39% | 54 |
|
|
2020
Q3 | $1.6M | Buy |
26,491
+2,663
| +11% | +$161K | 0.38% | 56 |
|
|
2020
Q2 | $1.36M | Buy |
23,828
+5,182
| +28% | +$296K | 0.35% | 57 |
|
|
2020
Q1 | $930K | Sell |
18,646
-3,616
| -16% | -$180K | 0.28% | 62 |
|
|
2019
Q4 | $1.45M | Buy |
22,262
+3,859
| +21% | +$252K | 0.36% | 55 |
|
|
2019
Q3 | $1.12M | Buy |
18,403
+148
| +0.8% | +$9.04K | 0.29% | 68 |
|
|
2019
Q2 | $1.12M | Buy |
18,255
+623
| +4% | +$38.3K | 0.28% | 66 |
|
|
2019
Q1 | $1.07M | Buy |
17,632
+5,621
| +47% | +$341K | 0.28% | 67 |
|
|
2018
Q4 | $661K | Buy |
12,011
+7,459
| +164% | +$410K | 0.18% | 82 |
|
|
2018
Q3 | $292K | Buy |
4,552
+1,011
| +29% | +$64.9K | 0.08% | 120 |
|
|
2018
Q2 | $224K | Buy |
3,541
+94
| +3% | +$5.95K | 0.06% | 132 |
|
|
2018
Q1 | $227K | Buy |
3,447
+458
| +15% | +$30.2K | 0.06% | 131 |
|
|
2017
Q4 | $198K | Buy |
2,989
+1,662
| +125% | +$110K | 0.05% | 140 |
|
|
2017
Q3 | $85K | Buy |
1,327
+40
| +3% | +$2.56K | 0.02% | 196 |
|
|
2017
Q2 | $78K | Buy |
+1,287
| New | +$78K | 0.02% | 190 |
|