LNWWM
Laird Norton Wetherby Wealth Management’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 | $2.61M | Buy |
+31,279
| New | +$2.61M | 0.12% | 169 |
|
|
2024
Q4 | $2.15M | Sell |
30,570
-710
| -2% | -$49.9K | 0.1% | 195 |
|
|
2024
Q3 | $2.44M | Buy |
31,280
+1,044
| +3% | +$81.5K | 0.11% | 183 |
|
|
2024
Q2 | $2.2M | Buy |
30,236
+304
| +1% | +$22.1K | 0.1% | 197 |
|
|
2024
Q1 | $2.22M | Buy |
29,932
+16
| +0.1% | +$1.19K | 0.11% | 203 |
|
|
2023
Q4 | $2.1M | Sell |
29,916
-37,563
| -56% | -$2.64M | 0.11% | 193 |
|
|
2023
Q3 | $4.34M | Hold |
67,479
| – | – | 0.25% | 72 |
|
|
2023
Q2 | $4.55M | Sell |
67,479
-3
| -0% | -$203 | 0.25% | 71 |
|
|
2023
Q1 | $4.51M | Sell |
67,482
-1,926
| -3% | -$129K | 0.26% | 66 |
|
|
2022
Q4 | $4.28M | Buy |
69,408
+2,155
| +3% | +$133K | 0.27% | 65 |
|
|
2022
Q3 | $3.54M | Buy |
67,253
+37,464
| +126% | +$1.97M | 0.25% | 70 |
|
|
2022
Q2 | $1.75M | Sell |
29,789
-1,323
| -4% | -$77.9K | 0.12% | 171 |
|
|
2022
Q1 | $2.16M | Sell |
31,112
-6,220
| -17% | -$432K | 0.12% | 152 |
|
|
2021
Q4 | $2.79M | Buy |
37,332
+41
| +0.1% | +$3.06K | 0.16% | 116 |
|
|
2021
Q3 | $2.77M | Buy |
37,291
+24
| +0.1% | +$1.78K | 0.17% | 113 |
|
|
2021
Q2 | $2.79M | Buy |
37,267
+2,254
| +6% | +$169K | 0.17% | 110 |
|
|
2021
Q1 | $2.52M | Sell |
35,013
-2,430
| -6% | -$175K | 0.19% | 99 |
|
|
2020
Q4 | $2.59M | Buy |
37,443
+8,716
| +30% | +$602K | 0.18% | 106 |
|
|
2020
Q3 | $1.73M | Sell |
28,727
-3,421
| -11% | -$206K | 0.15% | 128 |
|
|
2020
Q2 | $1.84M | Buy |
32,148
+20,293
| +171% | +$1.16M | 0.17% | 117 |
|
|
2020
Q1 | $591K | Buy |
11,855
+5,891
| +99% | +$294K | 0.07% | 285 |
|
|
2019
Q4 | $389K | Sell |
5,964
-732
| -11% | -$47.7K | 0.04% | 467 |
|
|
2019
Q3 | $409K | Buy |
+6,696
| New | +$409K | 0.04% | 452 |
|
|
2019
Q1 | – | Sell |
-3,750
| Closed | -$206K | – | 663 |
|
|
2018
Q4 | $206K | Sell |
3,750
-11,551
| -75% | -$635K | 0.03% | 578 |
|
|
2018
Q3 | $980K | Buy |
15,301
+4,481
| +41% | +$287K | 0.12% | 193 |
|
|
2018
Q2 | $686K | Buy |
10,820
+2,065
| +24% | +$131K | 0.09% | 259 |
|
|
2018
Q1 | $577K | Hold |
8,755
| – | – | 0.08% | 304 |
|
|
2017
Q4 | $579K | Buy |
+8,755
| New | +$579K | 0.08% | 311 |
|