JWM
JPL Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.76M | Buy |
56,965
+653
| +1% | +$54.5K | 1.28% | 24 |
|
|
2025
Q1 | $4.26M | Buy |
56,312
+4,170
| +8% | +$315K | 1.22% | 29 |
|
|
2024
Q4 | $3.66M | Buy |
+52,142
| New | +$3.66M | 1.05% | 34 |
|
|
2024
Q2 | $1.66M | Buy |
22,878
+9,591
| +72% | +$697K | 0.81% | 60 |
|
|
2024
Q1 | $986K | Buy |
13,287
+1,615
| +14% | +$120K | 0.54% | 68 |
|
|
2023
Q4 | $821K | Buy |
+11,672
| New | +$821K | 0.59% | 74 |
|