LWM
Liberty Wealth 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 | $3.95M | Buy |
+35,289
| New | +$3.95M | 0.62% | 40 |
|
|
2025
Q1 | – | Sell |
-57,723
| Closed | -$5.58M | – | 165 |
|
|
2024
Q4 | $5.58M | Buy |
57,723
+11,092
| +24% | +$1.07M | 0.93% | 28 |
|
|
2024
Q3 | $5.02M | Sell |
46,631
-162,772
| -78% | -$17.5M | 0.85% | 32 |
|
|
2024
Q2 | $4.78M | Buy |
209,403
+173,455
| +483% | +$3.96M | 0.88% | 31 |
|
|
2024
Q1 | $3.73M | Buy |
+35,948
| New | +$3.73M | 0.73% | 33 |
|
|
2023
Q4 | – | Sell |
-65,645
| Closed | -$5.67M | – | 176 |
|
|
2023
Q3 | $5.67M | Sell |
65,645
-15,839
| -19% | -$1.37M | 1.41% | 18 |
|
|
2023
Q2 | $7.77M | Buy |
81,484
+126
| +0.2% | +$12K | 1.92% | 12 |
|
|
2023
Q1 | $7.62M | Buy |
+81,358
| New | +$7.62M | 1.57% | 13 |
|
|
2022
Q3 | $8.69M | Buy |
119,885
+32,841
| +38% | +$2.38M | 2.32% | 12 |
|
|
2022
Q2 | $7M | Buy |
87,044
+8,774
| +11% | +$706K | 2.84% | 8 |
|
|
2022
Q1 | $7.52M | Buy |
+78,270
| New | +$7.52M | 2.71% | 8 |
|
|
2021
Q4 | – | Sell |
-102,945
| Closed | -$11M | – | 23 |
|
|
2021
Q3 | $11M | Buy |
102,945
+31,255
| +44% | +$3.33M | 3.91% | 5 |
|
|
2021
Q2 | $7.69M | Buy |
71,690
+651
| +0.9% | +$69.8K | 2.99% | 7 |
|
|
2021
Q1 | $7.19M | Hold |
71,039
| – | – | 3.51% | 4 |
|
|
2020
Q4 | $7.19M | Buy |
71,039
+232
| +0.3% | +$23.5K | 3.52% | 4 |
|
|
2020
Q3 | $6.36M | Buy |
70,807
+11,066
| +19% | +$995K | 3.75% | 4 |
|
|
2020
Q2 | $4.97M | Buy |
+59,741
| New | +$4.97M | 3.49% | 7 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 921 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 898 |
|