LGT Financial Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $138K | Buy |
1,652
+157
| +11% | +$13.1K | 0.35% | 57 |
|
|
2025
Q1 | $113K | Hold |
1,495
| – | – | 0.35% | 64 |
|
|
2024
Q4 | $105K | Sell |
1,495
-9
| -0.6% | -$633 | 0.23% | 82 |
|
|
2024
Q3 | $117K | Sell |
1,504
-7
| -0.5% | -$546 | 0.29% | 61 |
|
|
2024
Q2 | $110K | Sell |
1,511
-4,246
| -74% | -$308K | 0.23% | 75 |
|
|
2024
Q1 | $427K | Sell |
5,757
-1,323
| -19% | -$98.2K | 0.5% | 38 |
|
|
2023
Q4 | $498K | Buy |
7,080
+2,155
| +44% | +$152K | 0.61% | 31 |
|
|
2023
Q3 | $317K | Sell |
4,925
-1,477
| -23% | -$95K | 0.4% | 57 |
|
|
2023
Q2 | $432K | Buy |
+6,402
| New | +$432K | 0.46% | 62 |
|
|
2023
Q1 | – | Sell |
-66
| Closed | -$4.07K | – | 129 |
|
|
2022
Q4 | $4.07K | Buy |
+66
| New | +$4.07K | ﹤0.01% | 167 |
|