LWM
Liberty Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $669K | Sell |
7,487
-1,164
| -13% | -$104K | 0.1% | 106 |
|
|
2025
Q1 | $707K | Buy |
8,651
+31
| +0.4% | +$2.53K | 0.14% | 75 |
|
|
2024
Q4 | $652K | Buy |
8,620
+417
| +5% | +$31.5K | 0.11% | 99 |
|
|
2024
Q3 | $686K | Hold |
8,203
| – | – | 0.12% | 98 |
|
|
2024
Q2 | $643K | Buy |
8,203
+97
| +1% | +$7.6K | 0.12% | 97 |
|
|
2024
Q1 | $647K | Buy |
8,106
+15
| +0.2% | +$1.2K | 0.13% | 91 |
|
|
2023
Q4 | $557K | Buy |
8,091
+1,725
| +27% | +$119K | 0.12% | 92 |
|
|
2023
Q3 | $439K | Sell |
6,366
-10
| -0.2% | -$690 | 0.11% | 101 |
|
|
2023
Q2 | $462K | Buy |
6,376
+15
| +0.2% | +$1.09K | 0.11% | 100 |
|
|
2023
Q1 | $455K | Buy |
+6,361
| New | +$455K | 0.09% | 131 |
|
|
2022
Q3 | $321K | Sell |
5,741
-1,035
| -15% | -$57.9K | 0.09% | 103 |
|
|
2022
Q2 | $423K | Sell |
6,776
-358
| -5% | -$22.3K | 0.17% | 88 |
|
|
2022
Q1 | $526K | Buy |
+7,134
| New | +$526K | 0.19% | 74 |
|
|
2021
Q4 | – | Sell |
-11,912
| Closed | -$937K | – | 88 |
|
|
2021
Q3 | $937K | Buy |
11,912
+3,392
| +40% | +$267K | 0.33% | 46 |
|
|
2021
Q2 | $672K | Sell |
8,520
-2,004
| -19% | -$158K | 0.26% | 56 |
|
|
2021
Q1 | $770K | Hold |
10,524
| – | – | 0.38% | 41 |
|
|
2020
Q4 | $770K | Sell |
10,524
-214
| -2% | -$15.7K | 0.38% | 41 |
|
|
2020
Q3 | $684K | Buy |
10,738
+557
| +5% | +$35.5K | 0.4% | 37 |
|
|
2020
Q2 | $620K | Sell |
10,181
-11,820
| -54% | -$720K | 0.44% | 39 |
|
|
2020
Q1 | $1.18M | Sell |
22,001
-367
| -2% | -$19.6K | 1.03% | 20 |
|
|
2019
Q4 | $1.55M | Sell |
22,368
-2,940
| -12% | -$204K | 1.22% | 14 |
|
|
2019
Q3 | $1.65M | Sell |
25,308
-534
| -2% | -$34.8K | 1.56% | 11 |
|
|
2019
Q2 | $1.7M | Sell |
25,842
-752
| -3% | -$49.4K | 1.49% | 10 |
|
|
2019
Q1 | $1.72M | Sell |
26,594
-159
| -0.6% | -$10.3K | 1.3% | 11 |
|
|
2018
Q4 | $1.57M | Buy |
+26,753
| New | +$1.57M | 1.17% | 13 |
|