LNWWM
Laird Norton Wetherby Wealth Management’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 | $217K | Buy |
+1,934
| New | +$217K | 0.01% | 842 |
|
|
2024
Q4 | $210K | Sell |
2,169
-1,474
| -40% | -$143K | 0.01% | 822 |
|
|
2024
Q3 | $392K | Sell |
3,643
-336
| -8% | -$36.2K | 0.02% | 641 |
|
|
2024
Q2 | $407K | Buy |
3,979
+373
| +10% | +$38.2K | 0.02% | 600 |
|
|
2024
Q1 | $374K | Buy |
3,606
+1,458
| +68% | +$151K | 0.02% | 660 |
|
|
2023
Q4 | $208K | Buy |
+2,148
| New | +$208K | 0.01% | 844 |
|
|
2023
Q3 | – | Sell |
-2,243
| Closed | -$214K | – | 911 |
|
|
2023
Q2 | $214K | Hold |
2,243
| – | – | 0.01% | 818 |
|
|
2023
Q1 | $210K | Buy |
+2,243
| New | +$210K | 0.01% | 807 |
|
|
2022
Q4 | – | Sell |
-3,466
| Closed | -$251K | – | 901 |
|
|
2022
Q3 | $251K | Buy |
3,466
+321
| +10% | +$23.2K | 0.02% | 718 |
|
|
2022
Q2 | $253K | Hold |
3,145
| – | – | 0.02% | 734 |
|
|
2022
Q1 | $303K | Hold |
3,145
| – | – | 0.02% | 709 |
|
|
2021
Q4 | $347K | Hold |
3,145
| – | – | 0.02% | 660 |
|
|
2021
Q3 | $335K | Hold |
3,145
| – | – | 0.02% | 644 |
|
|
2021
Q2 | $337K | Hold |
3,145
| – | – | 0.02% | 661 |
|
|
2021
Q1 | $316K | Hold |
3,145
| – | – | 0.02% | 590 |
|
|
2020
Q4 | $317K | Hold |
3,145
| – | – | 0.02% | 632 |
|
|
2020
Q3 | $283K | Sell |
3,145
-3,050
| -49% | -$274K | 0.03% | 537 |
|
|
2020
Q2 | $515K | Buy |
+6,195
| New | +$515K | 0.05% | 350 |
|