Jones Financial Companies’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $520M | Sell |
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|
2025
Q1 | $534M | Sell |
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|
2024
Q4 | $652M | Sell |
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|
2024
Q3 | $830M | Buy |
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|
2024
Q2 | $765M | Sell |
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|
2024
Q1 | $790M | Sell |
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|
2023
Q4 | $812M | Buy |
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|
2023
Q3 | $712M | Buy |
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|
2023
Q2 | $780M | Sell |
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|
2023
Q1 | $771M | Sell |
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|
2022
Q4 | $698M | Sell |
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|
2022
Q3 | $646M | Buy |
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|
2022
Q2 | $725M | Buy |
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|
2022
Q1 | $710M | Buy |
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|
2021
Q4 | $728M | Buy |
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|
2021
Q3 | $727M | Sell |
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|
2021
Q2 | $711M | Buy |
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|
2021
Q1 | $659M | Sell |
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|
2020
Q4 | $688M | Sell |
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|
2020
Q3 | $630M | Sell |
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|
2020
Q2 | $609M | Buy |
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|
2020
Q1 | $513M | Sell |
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|
2019
Q4 | $643M | Buy |
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|
2019
Q3 | $334M | Buy |
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|
2019
Q2 | $336M | Buy |
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|
2019
Q1 | $319M | Buy |
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|
2018
Q4 | $279M | Buy |
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|
2018
Q3 | $313M | Buy |
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|
2018
Q2 | $297M | Buy |
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|
2018
Q1 | $293M | Buy |
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|
2017
Q4 | $287M | Buy |
|
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|
2017
Q3 | $270M | Buy |
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|
2017
Q2 | $253M | Buy |
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|
2017
Q1 | $231M | Buy |
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|
2016
Q4 | $201M | Buy |
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|
2016
Q3 | $201M | Buy |
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|
2016
Q2 | $189M | Sell |
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|
2016
Q1 | $199M | Buy |
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|
2015
Q4 | $197M | Buy |
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|
2015
Q3 | $184M | Buy |
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|
2015
Q2 | $198M | Buy |
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|
2015
Q1 | $190M | Buy |
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|
2014
Q4 | $159M | Buy |
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|
2014
Q3 | $157M | Buy |
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|
2014
Q2 | $158M | Buy |
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|
2014
Q1 | $147M | Buy |
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|
2013
Q4 | $138M | Buy |
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|
2013
Q3 | $125M | Buy |
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|
2013
Q2 | $106M | Buy |
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