JF
JSF Financial’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Buy |
13,721
+2,082
| +18% | +$186K | 0.29% | 51 |
|
|
2025
Q1 | $951K | Buy |
11,639
+3,774
| +48% | +$308K | 0.25% | 61 |
|
|
2024
Q4 | $595K | Sell |
7,865
-58
| -0.7% | -$4.39K | 0.16% | 78 |
|
|
2024
Q3 | $663K | Sell |
7,923
-686
| -8% | -$57.4K | 0.19% | 67 |
|
|
2024
Q2 | $674K | Sell |
8,609
-473
| -5% | -$37K | 0.21% | 65 |
|
|
2024
Q1 | $725K | Sell |
9,082
-4,323
| -32% | -$345K | 0.23% | 58 |
|
|
2023
Q4 | $1.01M | Sell |
13,405
-398
| -3% | -$30K | 0.35% | 36 |
|
|
2023
Q3 | $951K | Sell |
13,803
-1,295
| -9% | -$89.3K | 0.37% | 32 |
|
|
2023
Q2 | $1.09M | Sell |
15,098
-348
| -2% | -$25.2K | 0.39% | 34 |
|
|
2023
Q1 | $1.1M | Buy |
15,446
+733
| +5% | +$52.4K | 0.41% | 35 |
|
|
2022
Q4 | $966K | Buy |
14,713
+458
| +3% | +$30.1K | 0.36% | 43 |
|
|
2022
Q3 | $798K | Sell |
14,255
-13,800
| -49% | -$773K | 0.3% | 40 |
|
|
2022
Q2 | $1.75M | Sell |
28,055
-150,800
| -84% | -$9.42M | 0.79% | 27 |
|
|
2022
Q1 | $13.2M | Buy |
178,855
+159,791
| +838% | +$11.8M | 5.6% | 2 |
|
|
2021
Q4 | $1.5M | Sell |
19,064
-1,232
| -6% | -$96.9K | 0.73% | 19 |
|
|
2021
Q3 | $1.58M | Hold |
20,296
| – | – | 0.78% | 17 |
|
|
2021
Q2 | $1.6M | Sell |
20,296
-3,540
| -15% | -$279K | 0.94% | 17 |
|
|
2021
Q1 | $1.81M | Sell |
23,836
-5
| -0% | -$379 | 1.14% | 13 |
|
|
2020
Q4 | $1.74M | Sell |
23,841
-141
| -0.6% | -$10.3K | 1.22% | 11 |
|
|
2020
Q3 | $1.53M | Buy |
23,982
+63
| +0.3% | +$4.01K | 1.2% | 10 |
|
|
2020
Q2 | $1.46M | Sell |
23,919
-2,897
| -11% | -$176K | 1.26% | 8 |
|
|
2020
Q1 | $1.43M | Buy |
+26,816
| New | +$1.43M | 1.46% | 9 |
|
|
2019
Q1 | – | Sell |
-57,889
| Closed | -$3.4M | – | 62 |
|
|
2018
Q4 | $3.4M | Buy |
+57,889
| New | +$3.4M | 3.49% | 7 |
|