JNBA Financial Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $708K | Hold |
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|
2025
Q2 | $677K | Sell |
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|
2025
Q1 | $638K | Buy |
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|
2024
Q4 | $543K | Hold |
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|
2024
Q3 | $601K | Sell |
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|
2024
Q2 | $578K | Sell |
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|
2024
Q1 | $598K | Sell |
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|
2023
Q4 | $620K | Buy |
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|
2023
Q3 | $437K | Sell |
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|
2023
Q2 | $460K | Sell |
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|
2023
Q1 | $459K | Hold |
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|
2022
Q4 | $421K | Sell |
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|
2022
Q3 | $372K | Buy |
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|
2022
Q2 | $368K | Sell |
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|
2022
Q1 | $443K | Sell |
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|
2021
Q4 | $517K | Hold |
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|
2021
Q3 | $513K | Buy |
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|
2021
Q2 | $512K | Buy |
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|
2021
Q1 | $452K | Sell |
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|
2020
Q4 | $460K | Buy |
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|
2020
Q3 | $302K | Sell |
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|
2020
Q2 | $292K | Buy |
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|
2020
Q1 | $228K | Sell |
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|
2019
Q4 | $298K | Sell |
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|
2019
Q3 | $286K | Sell |
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|
2019
Q2 | $408K | Sell |
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|
2019
Q1 | $450K | Sell |
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|
2018
Q4 | $412K | Buy |
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|
2018
Q3 | $227K | Sell |
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|
2018
Q2 | $469K | Hold |
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|
2018
Q1 | $488K | Sell |
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|
2017
Q4 | $542K | Hold |
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|
2017
Q3 | $528K | Hold |
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|
2017
Q2 | $502K | Sell |
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|
2017
Q1 | $500K | Sell |
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|
2016
Q4 | $492K | Buy |
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|
2016
Q3 | $351K | Sell |
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|
2016
Q2 | $579K | Hold |
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|
2016
Q1 | $593K | Sell |
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|
2015
Q4 | $634K | Buy |
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|
2015
Q3 | $542K | Buy |
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|
2015
Q2 | $486K | Sell |
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|
2015
Q1 | $499K | Hold |
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|
2014
Q4 | $473K | Sell |
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|
2014
Q3 | $540K | Buy |
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|
2014
Q2 | $383K | Hold |
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|
2014
Q1 | $377K | Hold |
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|
2013
Q4 | $376K | Sell |
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|
2013
Q3 | $478K | Buy |
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|
2013
Q2 | $335K | Buy |
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