JFA
JNBA Financial Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $677K | Sell |
7,579
-227
| -3% | -$20.3K | 0.07% | 119 |
|
|
2025
Q1 | $638K | Buy |
7,806
+618
| +9% | +$50.5K | 0.07% | 118 |
|
|
2024
Q4 | $543K | Hold |
7,188
| – | – | 0.06% | 128 |
|
|
2024
Q3 | $601K | Sell |
7,188
-188
| -3% | -$15.7K | 0.06% | 121 |
|
|
2024
Q2 | $578K | Sell |
7,376
-111
| -1% | -$8.69K | 0.06% | 122 |
|
|
2024
Q1 | $598K | Sell |
7,487
-740
| -9% | -$59.1K | 0.06% | 122 |
|
|
2023
Q4 | $620K | Buy |
8,227
+1,883
| +30% | +$142K | 0.07% | 122 |
|
|
2023
Q3 | $437K | Sell |
6,344
-7
| -0.1% | -$482 | 0.05% | 134 |
|
|
2023
Q2 | $460K | Sell |
6,351
-70
| -1% | -$5.08K | 0.06% | 133 |
|
|
2023
Q1 | $459K | Hold |
6,421
| – | – | 0.06% | 132 |
|
|
2022
Q4 | $421K | Sell |
6,421
-224
| -3% | -$14.7K | 0.06% | 134 |
|
|
2022
Q3 | $372K | Buy |
6,645
+762
| +13% | +$42.7K | 0.06% | 139 |
|
|
2022
Q2 | $368K | Sell |
5,883
-136
| -2% | -$8.51K | 0.06% | 138 |
|
|
2022
Q1 | $443K | Sell |
6,019
-555
| -8% | -$40.8K | 0.06% | 134 |
|
|
2021
Q4 | $517K | Hold |
6,574
| – | – | 0.06% | 129 |
|
|
2021
Q3 | $513K | Buy |
6,574
+79
| +1% | +$6.17K | 0.07% | 121 |
|
|
2021
Q2 | $512K | Buy |
6,495
+541
| +9% | +$42.6K | 0.07% | 123 |
|
|
2021
Q1 | $452K | Sell |
5,954
-356
| -6% | -$27K | 0.07% | 124 |
|
|
2020
Q4 | $460K | Buy |
6,310
+1,572
| +33% | +$115K | 0.08% | 115 |
|
|
2020
Q3 | $302K | Sell |
4,738
-57
| -1% | -$3.63K | 0.06% | 124 |
|
|
2020
Q2 | $292K | Buy |
4,795
+527
| +12% | +$32.1K | 0.06% | 122 |
|
|
2020
Q1 | $228K | Sell |
4,268
-30
| -0.7% | -$1.6K | 0.05% | 129 |
|
|
2019
Q4 | $298K | Sell |
4,298
-87
| -2% | -$6.03K | 0.06% | 126 |
|
|
2019
Q3 | $286K | Sell |
4,385
-1,828
| -29% | -$119K | 0.06% | 123 |
|
|
2019
Q2 | $408K | Sell |
6,213
-723
| -10% | -$47.5K | 0.08% | 107 |
|
|
2019
Q1 | $450K | Sell |
6,936
-72
| -1% | -$4.67K | 0.1% | 99 |
|
|
2018
Q4 | $412K | Buy |
7,008
+3,669
| +110% | +$216K | 0.09% | 95 |
|
|
2018
Q3 | $227K | Sell |
3,339
-3,669
| -52% | -$249K | 0.1% | 119 |
|
|
2018
Q2 | $469K | Hold |
7,008
| – | – | 0.1% | 91 |
|
|
2018
Q1 | $488K | Sell |
7,008
-697
| -9% | -$48.5K | 0.1% | 86 |
|
|
2017
Q4 | $542K | Hold |
7,705
| – | – | 0.11% | 80 |
|
|
2017
Q3 | $528K | Hold |
7,705
| – | – | 0.12% | 71 |
|
|
2017
Q2 | $502K | Sell |
7,705
-327
| -4% | -$21.3K | 0.11% | 74 |
|
|
2017
Q1 | $500K | Sell |
8,032
-495
| -6% | -$30.8K | 0.12% | 74 |
|
|
2016
Q4 | $492K | Buy |
8,527
+2,592
| +44% | +$150K | 0.12% | 71 |
|
|
2016
Q3 | $351K | Sell |
5,935
-4,432
| -43% | -$262K | 0.05% | 137 |
|
|
2016
Q2 | $579K | Hold |
10,367
| – | – | 0.16% | 57 |
|
|
2016
Q1 | $593K | Sell |
10,367
-424
| -4% | -$24.3K | 0.21% | 57 |
|
|
2015
Q4 | $634K | Buy |
10,791
+1,333
| +14% | +$78.3K | 0.24% | 50 |
|
|
2015
Q3 | $542K | Buy |
9,458
+1,811
| +24% | +$104K | 0.23% | 45 |
|
|
2015
Q2 | $486K | Sell |
7,647
-132
| -2% | -$8.39K | 0.18% | 52 |
|
|
2015
Q1 | $499K | Hold |
7,779
| – | – | 0.19% | 55 |
|
|
2014
Q4 | $473K | Sell |
7,779
-647
| -8% | -$39.3K | 0.19% | 57 |
|
|
2014
Q3 | $540K | Buy |
8,426
+2,820
| +50% | +$181K | 0.24% | 49 |
|
|
2014
Q2 | $383K | Hold |
5,606
| – | – | 0.19% | 61 |
|
|
2014
Q1 | $377K | Hold |
5,606
| – | – | 0.2% | 58 |
|
|
2013
Q4 | $376K | Sell |
5,606
-1,892
| -25% | -$127K | 0.21% | 59 |
|
|
2013
Q3 | $478K | Buy |
7,498
+1,658
| +28% | +$106K | 0.3% | 46 |
|
|
2013
Q2 | $335K | Buy |
+5,840
| New | +$335K | 0.23% | 57 |
|