LWAM
Legacy Wealth Asset Management’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 | $292K | Hold |
4,593
| – | – | 0.07% | 319 |
|
|
2025
Q1 | $271K | Sell |
4,593
-20,762
| -82% | -$1.22M | 0.07% | 310 |
|
|
2024
Q4 | $1.33M | Buy |
25,355
+20,762
| +452% | +$1.09M | 0.36% | 68 |
|
|
2024
Q3 | $264K | Hold |
4,593
| – | – | 0.07% | 318 |
|
|
2024
Q2 | $244K | Hold |
4,593
| – | – | 0.07% | 318 |
|
|
2024
Q1 | $250K | Buy |
4,593
+84
| +2% | +$4.57K | 0.07% | 317 |
|
|
2023
Q4 | $235K | Sell |
4,509
-84
| -2% | -$4.38K | 0.08% | 319 |
|
|
2023
Q3 | $225K | Hold |
4,593
| – | – | 0.08% | 306 |
|
|
2023
Q2 | $225K | Hold |
4,593
| – | – | 0.08% | 325 |
|
|
2023
Q1 | $223K | Hold |
4,593
| – | – | 0.08% | 323 |
|
|
2022
Q4 | $211K | Buy |
+4,593
| New | +$211K | 0.08% | 325 |
|
|
2022
Q2 | – | Sell |
-4,593
| Closed | -$231K | – | 328 |
|
|
2022
Q1 | $231K | Hold |
4,593
| – | – | 0.08% | 277 |
|
|
2021
Q4 | $231K | Buy |
+4,593
| New | +$231K | 0.08% | 286 |
|