JMG Financial Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.74M | Buy |
20,801
+1,363
| +7% | +$114K | 0.05% | 55 |
|
|
2025
Q1 | $1.47M | Hold |
19,438
| – | – | 0.05% | 59 |
|
|
2024
Q4 | $1.37M | Hold |
19,438
| – | – | 0.05% | 61 |
|
|
2024
Q3 | $1.52M | Buy |
19,438
+1,135
| +6% | +$88.6K | 0.05% | 59 |
|
|
2024
Q2 | $1.33M | Buy |
18,303
+1,710
| +10% | +$124K | 0.05% | 61 |
|
|
2024
Q1 | $1.23M | Buy |
16,593
+113
| +0.7% | +$8.39K | 0.05% | 63 |
|
|
2023
Q4 | $1.16M | Buy |
16,480
+2,109
| +15% | +$148K | 0.05% | 63 |
|
|
2023
Q3 | $925K | Hold |
14,371
| – | – | 0.04% | 65 |
|
|
2023
Q2 | $970K | Hold |
14,371
| – | – | 0.05% | 64 |
|
|
2023
Q1 | $961K | Buy |
14,371
+255
| +2% | +$17.1K | 0.05% | 61 |
|
|
2022
Q4 | $870K | Buy |
14,116
+2,139
| +18% | +$132K | 0.05% | 57 |
|
|
2022
Q3 | $631K | Buy |
+11,977
| New | +$631K | 0.04% | 63 |
|