LNWWM
Laird Norton Wetherby Wealth Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $345K | Buy |
+5,430
| New | +$345K | 0.02% | 674 |
|
|
2024
Q4 | $464K | Buy |
8,853
+3,438
| +63% | +$180K | 0.02% | 552 |
|
|
2024
Q3 | $311K | Buy |
5,415
+19
| +0.4% | +$1.09K | 0.01% | 717 |
|
|
2024
Q2 | $286K | Sell |
5,396
-2,854
| -35% | -$151K | 0.01% | 723 |
|
|
2024
Q1 | $449K | Buy |
+8,250
| New | +$449K | 0.02% | 591 |
|
|
2023
Q4 | – | Sell |
-14,565
| Closed | -$713K | – | 924 |
|
|
2023
Q3 | $713K | Buy |
+14,565
| New | +$713K | 0.04% | 416 |
|