JF
JSF Financial’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 | $28.8M | Buy |
345,055
+51,202
| +17% | +$4.27M | 6.85% | 3 |
|
|
2025
Q1 | $22.2M | Buy |
293,853
+25,730
| +10% | +$1.95M | 5.86% | 4 |
|
|
2024
Q4 | $18.8M | Buy |
268,123
+6,507
| +2% | +$457K | 5.04% | 5 |
|
|
2024
Q3 | $20.4M | Sell |
261,616
-3,071
| -1% | -$240K | 5.96% | 3 |
|
|
2024
Q2 | $19.2M | Sell |
264,687
-4,200
| -2% | -$305K | 5.89% | 3 |
|
|
2024
Q1 | $20M | Sell |
268,887
-77,569
| -22% | -$5.76M | 6.25% | 3 |
|
|
2023
Q4 | $24.4M | Buy |
346,456
+7,064
| +2% | +$497K | 8.45% | 2 |
|
|
2023
Q3 | $21.8M | Buy |
339,392
+3,440
| +1% | +$221K | 8.46% | 2 |
|
|
2023
Q2 | $22.7M | Buy |
335,952
+2,095
| +0.6% | +$141K | 8.02% | 2 |
|
|
2023
Q1 | $22.3M | Buy |
333,857
+56,505
| +20% | +$3.78M | 8.34% | 2 |
|
|
2022
Q4 | $17.1M | Buy |
277,352
+18,369
| +7% | +$1.13M | 6.39% | 2 |
|
|
2022
Q3 | $13.6M | Buy |
258,983
+32,350
| +14% | +$1.7M | 5.18% | 4 |
|
|
2022
Q2 | $13.3M | Buy |
226,633
+223,268
| +6,635% | +$13.1M | 6.04% | 2 |
|
|
2022
Q1 | $234K | Buy |
+3,365
| New | +$234K | 0.1% | 100 |
|