JWWM
Johnson & White Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.82M | Buy |
31,541
+462
| +1% | +$41.3K | 1.42% | 22 |
|
|
2025
Q1 | $2.54M | Buy |
31,079
+844
| +3% | +$69K | 1.43% | 21 |
|
|
2024
Q4 | $2.28M | Buy |
+30,235
| New | +$2.28M | 1.38% | 20 |
|
|
2024
Q2 | – | Sell |
-27,836
| Closed | -$2.22M | – | 59 |
|
|
2024
Q1 | $2.22M | Buy |
27,836
+3,762
| +16% | +$300K | 1.62% | 18 |
|
|
2023
Q4 | $1.81M | Buy |
24,074
+2,057
| +9% | +$155K | 1.5% | 19 |
|
|
2023
Q3 | $1.52M | Buy |
+22,017
| New | +$1.52M | 1.37% | 23 |
|
|
2023
Q2 | – | Sell |
-22,972
| Closed | -$1.64M | – | 47 |
|
|
2023
Q1 | $1.64M | Sell |
22,972
-136,079
| -86% | -$9.73M | 1.46% | 21 |
|
|
2022
Q4 | $4.32M | Buy |
159,051
+132,771
| +505% | +$3.61M | 4.35% | 4 |
|
|
2022
Q3 | $1.47M | Buy |
+26,280
| New | +$1.47M | 1.66% | 19 |
|