LWAM
Legacy Wealth Asset Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $290K | Hold |
2,587
| – | – | 0.07% | 320 |
|
|
2025
Q1 | $259K | Sell |
2,587
-6,346
| -71% | -$635K | 0.07% | 314 |
|
|
2024
Q4 | $865K | Buy |
8,933
+6,346
| +245% | +$614K | 0.24% | 111 |
|
|
2024
Q3 | $278K | Hold |
2,587
| – | – | 0.07% | 314 |
|
|
2024
Q2 | $265K | Hold |
2,587
| – | – | 0.07% | 309 |
|
|
2024
Q1 | $269K | Sell |
2,587
-88
| -3% | -$9.13K | 0.07% | 314 |
|
|
2023
Q4 | $259K | Buy |
2,675
+88
| +3% | +$8.52K | 0.09% | 309 |
|
|
2023
Q3 | $223K | Hold |
2,587
| – | – | 0.08% | 307 |
|
|
2023
Q2 | $247K | Hold |
2,587
| – | – | 0.09% | 313 |
|
|
2023
Q1 | $242K | Hold |
2,587
| – | – | 0.09% | 309 |
|
|
2022
Q4 | $217K | Buy |
+2,587
| New | +$217K | 0.08% | 318 |
|
|
2022
Q3 | – | Sell |
-4,061
| Closed | -$327K | – | 330 |
|
|
2022
Q2 | $327K | Buy |
4,061
+1,474
| +57% | +$119K | 0.13% | 219 |
|
|
2022
Q1 | $249K | Sell |
2,587
-7,132
| -73% | -$686K | 0.09% | 270 |
|
|
2021
Q4 | $1.07M | Buy |
9,719
+7,132
| +276% | +$787K | 0.36% | 83 |
|
|
2021
Q3 | $275K | Hold |
2,587
| – | – | 0.13% | 251 |
|
|
2021
Q2 | $278K | Hold |
2,587
| – | – | 0.12% | 255 |
|
|
2021
Q1 | $260K | Hold |
2,587
| – | – | 0.12% | 257 |
|
|
2020
Q4 | $261K | Buy |
+2,587
| New | +$261K | 0.13% | 251 |
|