LWL
Leo Wealth LLC’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $317K | Buy |
4,022
+301
| +8% | +$23.7K | 0.02% | 301 |
|
|
2025
Q1 | $282K | Hold |
3,721
| – | – | 0.04% | 227 |
|
|
2024
Q4 | $262K | Buy |
3,721
+59
| +2% | +$4.15K | 0.02% | 304 |
|
|
2024
Q3 | $286K | Hold |
3,662
| – | – | 0.03% | 286 |
|
|
2024
Q2 | $266K | Buy |
3,662
+210
| +6% | +$15.3K | 0.03% | 288 |
|
|
2024
Q1 | $256K | Hold |
3,452
| – | – | 0.03% | 286 |
|
|
2023
Q4 | $243K | Buy |
+3,452
| New | +$243K | 0.03% | 287 |
|