SHJ
Sharkey, Howes & Javer’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.5M | Buy |
146,947
+866
| +0.6% | +$97K | 2.21% | 11 |
|
|
2025
Q1 | $14.6M | Sell |
146,081
-79,685
| -35% | -$7.97M | 2.09% | 11 |
|
|
2024
Q4 | $21.9M | Buy |
225,766
+28,447
| +14% | +$2.75M | 3.07% | 7 |
|
|
2024
Q3 | $21.2M | Sell |
197,319
-14,035
| -7% | -$1.51M | 3.03% | 8 |
|
|
2024
Q2 | $21.6M | Buy |
211,354
+68,224
| +48% | +$6.98M | 3.49% | 6 |
|
|
2024
Q1 | $14.9M | Buy |
143,130
+7,520
| +6% | +$780K | 2.43% | 8 |
|
|
2023
Q4 | $13.1M | Sell |
135,610
-59,728
| -31% | -$5.78M | 2.32% | 9 |
|
|
2023
Q3 | $16.9M | Sell |
195,338
-39,313
| -17% | -$3.39M | 3.23% | 7 |
|
|
2023
Q2 | $22.4M | Buy |
234,651
+29,322
| +14% | +$2.8M | 4.24% | 6 |
|
|
2023
Q1 | $19.2M | Buy |
205,329
+62,754
| +44% | +$5.88M | 4.13% | 7 |
|
|
2022
Q4 | $11.9M | Sell |
142,575
-33,052
| -19% | -$2.77M | 2.74% | 7 |
|
|
2022
Q3 | $12.7M | Buy |
175,627
+55,390
| +46% | +$4.02M | 2.78% | 9 |
|
|
2022
Q2 | $9.68M | Buy |
120,237
+6,046
| +5% | +$487K | 2.34% | 11 |
|
|
2022
Q1 | $11M | Sell |
114,191
-74,214
| -39% | -$7.14M | 2.52% | 8 |
|
|
2021
Q4 | $20.8M | Buy |
188,405
+13,057
| +7% | +$1.44M | 4.69% | 4 |
|
|
2021
Q3 | $18.7M | Buy |
175,348
+60,697
| +53% | +$6.46M | 4.83% | 6 |
|
|
2021
Q2 | $12.3M | Buy |
114,651
+14,293
| +14% | +$1.53M | 3.26% | 11 |
|
|
2021
Q1 | $10.1M | Sell |
100,358
-6,282
| -6% | -$631K | 3.15% | 11 |
|
|
2020
Q4 | $10.8M | Sell |
106,640
-10,630
| -9% | -$1.07M | 3.59% | 8 |
|
|
2020
Q3 | $10.5M | Buy |
117,270
+15,661
| +15% | +$1.41M | 4.01% | 6 |
|
|
2020
Q2 | $8.45M | Buy |
+101,609
| New | +$8.45M | 3.73% | 9 |
|