SHJ
Sharkey, Howes & Javer’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 | $448K | Sell |
5,369
-576
| -10% | -$48.1K | 0.06% | 117 |
|
|
2025
Q1 | $450K | Buy |
+5,945
| New | +$450K | 0.06% | 110 |
|
|
2024
Q4 | – | Sell |
-2,699
| Closed | -$211K | – | 147 |
|
|
2024
Q3 | $211K | Buy |
+2,699
| New | +$211K | 0.03% | 140 |
|
|
2024
Q2 | – | Sell |
-2,699
| Closed | -$200K | – | 120 |
|
|
2024
Q1 | $200K | Buy |
+2,699
| New | +$200K | 0.03% | 121 |
|
|
2021
Q2 | – | Sell |
-3,002
| Closed | -$216K | – | 80 |
|
|
2021
Q1 | $216K | Sell |
3,002
-47,397
| -94% | -$3.41M | 0.07% | 74 |
|
|
2020
Q4 | $3.48M | Sell |
50,399
-33,131
| -40% | -$2.29M | 1.16% | 19 |
|
|
2020
Q3 | $5.04M | Buy |
83,530
+12,881
| +18% | +$776K | 1.91% | 19 |
|
|
2020
Q2 | $4.04M | Sell |
70,649
-87,595
| -55% | -$5.01M | 1.78% | 17 |
|
|
2020
Q1 | $7.9M | Buy |
158,244
+35,725
| +29% | +$1.78M | 4.12% | 6 |
|
|
2019
Q4 | $7.99M | Sell |
122,519
-1,430
| -1% | -$93.3K | 3.38% | 8 |
|
|
2019
Q3 | $7.57M | Buy |
123,949
+16,289
| +15% | +$995K | 3.26% | 10 |
|
|
2019
Q2 | $6.61M | Buy |
107,660
+3,973
| +4% | +$244K | 3% | 10 |
|
|
2019
Q1 | $6.3M | Buy |
103,687
+89,144
| +613% | +$5.42M | 2.94% | 10 |
|
|
2018
Q4 | $800K | Buy |
14,543
+4,121
| +40% | +$227K | 0.52% | 23 |
|
|
2018
Q3 | $668K | Sell |
10,422
-583
| -5% | -$37.4K | 0.35% | 23 |
|
|
2018
Q2 | $697K | Buy |
11,005
+11,001
| +275,025% | +$697K | 0.39% | 20 |
|
|
2018
Q1 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 200 |
|