LWM
LBA Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $4.52M | Buy |
72,479
+4,500
| +7% | +$280K | 2.38% | 10 |
|
|
2016
Q4 | $3.92M | Buy |
67,979
+16,550
| +32% | +$955K | 2.15% | 10 |
|
|
2016
Q3 | $3.04M | Buy |
51,429
+1,315
| +3% | +$77.8K | 1.72% | 10 |
|
|
2016
Q2 | $2.8M | Buy |
50,114
+603
| +1% | +$33.7K | 1.57% | 11 |
|
|
2016
Q1 | $2.83M | Sell |
49,511
-225
| -0.5% | -$12.9K | 1.64% | 9 |
|
|
2015
Q4 | $2.92M | Buy |
49,736
+11,350
| +30% | +$666K | 1.68% | 10 |
|
|
2015
Q3 | $2.2M | Sell |
38,386
-7,803
| -17% | -$447K | 1.39% | 11 |
|
|
2015
Q2 | $2.93M | Sell |
46,189
-181
| -0.4% | -$11.5K | 1.84% | 9 |
|
|
2015
Q1 | $2.98M | Sell |
46,370
-530
| -1% | -$34K | 1.88% | 9 |
|
|
2014
Q4 | $2.85M | Sell |
46,900
-4,614
| -9% | -$281K | 1.89% | 9 |
|
|
2014
Q3 | $3.3M | Buy |
51,514
+321
| +0.6% | +$20.6K | 2.29% | 8 |
|
|
2014
Q2 | $35K | Sell |
51,193
-150
| -0.3% | -$103 | 0.03% | 173 |
|
|
2014
Q1 | $3.45M | Sell |
51,343
-321
| -0.6% | -$21.6K | 2.83% | 7 |
|
|
2013
Q4 | $3.47M | Buy |
+51,664
| New | +$3.47M | 2.85% | 7 |
|