LWA
Lantern Wealth Advisors’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 | $911K | Buy |
+14,356
| New | +$911K | 0.54% | 54 |
|
|
2024
Q4 | $669K | Buy |
12,752
+1,961
| +18% | +$103K | 0.43% | 59 |
|
|
2024
Q3 | $621K | Buy |
10,791
+6,182
| +134% | +$356K | 0.43% | 58 |
|
|
2024
Q2 | $244K | Sell |
4,609
-112
| -2% | -$5.94K | 0.18% | 106 |
|
|
2024
Q1 | $257K | Sell |
4,721
-3,442
| -42% | -$187K | 0.18% | 111 |
|
|
2023
Q4 | $425K | Buy |
+8,163
| New | +$425K | 0.33% | 74 |
|