LWM
Lakeridge 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 | $314K | Sell |
3,512
-379
| -10% | -$33.9K | 0.14% | 115 |
|
|
2025
Q1 | $318K | Hold |
3,891
| – | – | 0.16% | 114 |
|
|
2024
Q4 | $294K | Buy |
3,891
+1,169
| +43% | +$88.4K | 0.15% | 116 |
|
|
2024
Q3 | $228K | Hold |
2,722
| – | – | 0.13% | 140 |
|
|
2024
Q2 | $213K | Buy |
+2,722
| New | +$213K | 0.13% | 137 |
|
|
2024
Q1 | – | Sell |
-2,663
| Closed | -$201K | – | 138 |
|
|
2023
Q4 | $201K | Buy |
+2,663
| New | +$201K | 0.15% | 125 |
|