JWM
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JGP Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

JGP Wealth Management’s Portfolio IEFA Stock Details IEFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$5.02M Buy
60,124
+1,542
+3% +$129K 0.61% 43
2025
Q1 		$4.43M Buy
58,582
+3,868
+7% +$293K 0.58% 44
2024
Q4 		$3.85M Buy
54,714
+3,617
+7% +$254K 0.5% 47
2024
Q3 		$3.99M Buy
51,097
+1,489
+3% +$116K 0.51% 47
2024
Q2 		$3.6M Buy
49,608
+2,509
+5% +$182K 0.51% 47
2024
Q1 		$3.5M Sell
47,099
-20
-0% -$1.48K 0.51% 51
2023
Q4 		$3.31M Buy
47,119
+9,422
+25% +$663K 0.49% 47
2023
Q3 		$2.43M Buy
37,697
+1,723
+5% +$111K 0.41% 52
2023
Q2 		$2.43M Sell
35,974
-3,889
-10% -$263K 0.4% 53
2023
Q1 		$2.66M Buy
39,863
+5,927
+17% +$396K 0.47% 50
2022
Q4 		$2.09M Buy
33,936
+2,932
+9% +$181K 0.38% 54
2022
Q3 		$1.66M Buy
31,004
+802
+3% +$42.9K 0.35% 58
2022
Q2 		$1.74M Buy
30,202
+1,765
+6% +$102K 0.35% 56
2022
Q1 		$1.96M Buy
28,437
+5,045
+22% +$347K 0.36% 55
2021
Q4 		$1.75M Buy
23,392
+5,036
+27% +$377K 0.33% 58
2021
Q3 		$1.36M Buy
18,356
+2,145
+13% +$159K 0.29% 60
2021
Q2 		$1.21M Buy
16,211
+1,964
+14% +$147K 0.26% 67
2021
Q1 		$1.03M Buy
14,247
+1,192
+9% +$85.9K 0.23% 69
2020
Q4 		$920K Buy
13,055
+1,597
+14% +$113K 0.21% 73
2020
Q3 		$703K Buy
11,458
+439
+4% +$26.9K 0.19% 75
2020
Q2 		$646K Buy
11,019
+944
+9% +$55.3K 0.19% 76
2020
Q1 		$511K Buy
10,075
+1,374
+16% +$69.7K 0.18% 89
2019
Q4 		$569K Buy
8,701
+1,100
+14% +$71.9K 0.17% 87
2019
Q3 		$451K Buy
7,601
+1,510
+25% +$89.6K 0.16% 88
2019
Q2 		$374K Buy
+6,091
New +$374K 0.13% 98