LNWWM
Laird Norton Wetherby Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.44M | Buy |
+49,656
| New | +$4.44M | 0.2% | 89 |
|
|
2024
Q4 | $4.12M | Buy |
54,455
+2,012
| +4% | +$152K | 0.2% | 87 |
|
|
2024
Q3 | $4.39M | Buy |
52,443
+312
| +0.6% | +$26.1K | 0.2% | 86 |
|
|
2024
Q2 | $4.08M | Buy |
52,131
+510
| +1% | +$39.9K | 0.19% | 86 |
|
|
2024
Q1 | $4.12M | Buy |
51,621
+37
| +0.1% | +$2.96K | 0.2% | 91 |
|
|
2023
Q4 | $3.89M | Sell |
51,584
-6,212
| -11% | -$468K | 0.2% | 90 |
|
|
2023
Q3 | $3.98M | Sell |
57,796
-1,344
| -2% | -$92.6K | 0.23% | 79 |
|
|
2023
Q2 | $4.29M | Buy |
59,140
+586
| +1% | +$42.5K | 0.23% | 77 |
|
|
2023
Q1 | $4.19M | Sell |
58,554
-72
| -0.1% | -$5.15K | 0.25% | 73 |
|
|
2022
Q4 | $3.85M | Sell |
58,626
-43,781
| -43% | -$2.87M | 0.25% | 81 |
|
|
2022
Q3 | $5.74M | Buy |
102,407
+32,617
| +47% | +$1.83M | 0.4% | 43 |
|
|
2022
Q2 | $4.36M | Sell |
69,790
-800
| -1% | -$50K | 0.3% | 54 |
|
|
2022
Q1 | $5.2M | Sell |
70,590
-3,326
| -4% | -$245K | 0.3% | 53 |
|
|
2021
Q4 | $5.82M | Sell |
73,916
-8,018
| -10% | -$631K | 0.33% | 53 |
|
|
2021
Q3 | $6.39M | Sell |
81,934
-681
| -0.8% | -$53.1K | 0.39% | 37 |
|
|
2021
Q2 | $6.52M | Buy |
82,615
+18,229
| +28% | +$1.44M | 0.4% | 37 |
|
|
2021
Q1 | $4.89M | Sell |
64,386
-21,287
| -25% | -$1.62M | 0.37% | 46 |
|
|
2020
Q4 | $6.25M | Buy |
85,673
+23,806
| +38% | +$1.74M | 0.42% | 40 |
|
|
2020
Q3 | $3.94M | Sell |
61,867
-520
| -0.8% | -$33.1K | 0.35% | 53 |
|
|
2020
Q2 | $3.8M | Sell |
62,387
-71,597
| -53% | -$4.36M | 0.36% | 52 |
|
|
2020
Q1 | $7.16M | Buy |
133,984
+83,032
| +163% | +$4.44M | 0.8% | 19 |
|
|
2019
Q4 | $3.54M | Buy |
50,952
+79
| +0.2% | +$5.49K | 0.35% | 62 |
|
|
2019
Q3 | $3.32M | Buy |
50,873
+2,867
| +6% | +$187K | 0.35% | 64 |
|
|
2019
Q2 | $3.16M | Sell |
48,006
-252
| -0.5% | -$16.6K | 0.35% | 64 |
|
|
2019
Q1 | $3.13M | Sell |
48,258
-2,413
| -5% | -$157K | 0.39% | 54 |
|
|
2018
Q4 | $2.98M | Buy |
50,671
+5,111
| +11% | +$300K | 0.42% | 49 |
|
|
2018
Q3 | $3.1M | Buy |
45,560
+3,805
| +9% | +$259K | 0.38% | 53 |
|
|
2018
Q2 | $2.8M | Buy |
41,755
+2,204
| +6% | +$148K | 0.38% | 56 |
|
|
2018
Q1 | $2.76M | Buy |
39,551
+145
| +0.4% | +$10.1K | 0.38% | 54 |
|
|
2017
Q4 | $2.77M | Buy |
39,406
+1
| +0% | +$70 | 0.38% | 56 |
|
|
2017
Q3 | $2.7M | Buy |
+39,405
| New | +$2.7M | 0.4% | 50 |
|