JWM
JPL 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 | $354K | Hold |
3,965
| – | – | 0.1% | 98 |
|
|
2025
Q1 | $324K | Sell |
3,965
-51
| -1% | -$4.17K | 0.09% | 99 |
|
|
2024
Q4 | $304K | Buy |
+4,016
| New | +$304K | 0.09% | 105 |
|
|
2024
Q2 | $280K | Hold |
3,571
| – | – | 0.14% | 90 |
|
|
2024
Q1 | $285K | Buy |
3,571
+326
| +10% | +$26K | 0.16% | 95 |
|
|
2023
Q4 | $245K | Buy |
+3,245
| New | +$245K | 0.18% | 96 |
|