JFA
JNBA Financial Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.22M | Sell |
28,740
-2,736
| -9% | -$306K | 0.31% | 48 |
|
|
2025
Q1 | $3.15M | Sell |
31,476
-6,530
| -17% | -$653K | 0.33% | 44 |
|
|
2024
Q4 | $3.68M | Sell |
38,006
-1,322
| -3% | -$128K | 0.38% | 41 |
|
|
2024
Q3 | $4.23M | Sell |
39,328
-1,690
| -4% | -$182K | 0.43% | 39 |
|
|
2024
Q2 | $4.2M | Sell |
41,018
-724
| -2% | -$74.1K | 0.44% | 41 |
|
|
2024
Q1 | $4.33M | Sell |
41,742
-2,570
| -6% | -$267K | 0.46% | 42 |
|
|
2023
Q4 | $4.29M | Buy |
44,312
+3,396
| +8% | +$329K | 0.49% | 45 |
|
|
2023
Q3 | $3.53M | Buy |
40,916
+1,773
| +5% | +$153K | 0.44% | 46 |
|
|
2023
Q2 | $3.73M | Buy |
39,143
+3,695
| +10% | +$353K | 0.45% | 47 |
|
|
2023
Q1 | $3.32M | Buy |
35,448
+1,080
| +3% | +$101K | 0.43% | 51 |
|
|
2022
Q4 | $2.88M | Buy |
34,368
+29,425
| +595% | +$2.46M | 0.4% | 49 |
|
|
2022
Q3 | $359K | Buy |
4,943
+4,463
| +930% | +$324K | 0.06% | 144 |
|
|
2022
Q2 | $39K | Hold |
480
| – | – | 0.01% | 303 |
|
|
2022
Q1 | $46K | Sell |
480
-312
| -39% | -$29.9K | 0.01% | 300 |
|
|
2021
Q4 | $87K | Buy |
792
+312
| +65% | +$34.3K | 0.01% | 249 |
|
|
2021
Q3 | $51K | Hold |
480
| – | – | 0.01% | 289 |
|
|
2021
Q2 | $51K | Hold |
480
| – | – | 0.01% | 283 |
|
|
2021
Q1 | $48K | Hold |
480
| – | – | 0.01% | 281 |
|
|
2020
Q4 | $48K | Hold |
480
| – | – | 0.01% | 264 |
|
|
2020
Q3 | $43K | Hold |
480
| – | – | 0.01% | 255 |
|
|
2020
Q2 | $40K | Hold |
480
| – | – | 0.01% | 255 |
|
|
2020
Q1 | $34K | Hold |
480
| – | – | 0.01% | 257 |
|
|
2019
Q4 | $42K | Hold |
480
| – | – | 0.01% | 268 |
|
|
2019
Q3 | $39K | Hold |
480
| – | – | 0.01% | 260 |
|
|
2019
Q2 | $39K | Hold |
480
| – | – | 0.01% | 268 |
|
|
2019
Q1 | $37K | Buy |
+480
| New | +$37K | 0.01% | 263 |
|