LWM
Liberty Wealth Management’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 | $5.42M | Sell |
64,903
-5,216
| -7% | -$435K | 0.85% | 29 |
|
|
2025
Q1 | $5.3M | Sell |
70,119
-103,782
| -60% | -$7.85M | 1.01% | 31 |
|
|
2024
Q4 | $12.2M | Buy |
173,901
+55,054
| +46% | +$3.87M | 2.04% | 15 |
|
|
2024
Q3 | $9.28M | Sell |
118,847
-289,296
| -71% | -$22.6M | 1.58% | 17 |
|
|
2024
Q2 | $8.44M | Buy |
408,143
+281,832
| +223% | +$5.83M | 1.55% | 17 |
|
|
2024
Q1 | $9.38M | Buy |
126,311
+2,929
| +2% | +$217K | 1.83% | 15 |
|
|
2023
Q4 | $8.68M | Sell |
123,382
-2,417
| -2% | -$170K | 1.86% | 14 |
|
|
2023
Q3 | $8.09M | Buy |
125,799
+17,214
| +16% | +$1.11M | 2.01% | 13 |
|
|
2023
Q2 | $7.39M | Buy |
108,585
+5,312
| +5% | +$362K | 1.83% | 15 |
|
|
2023
Q1 | $6.94M | Buy |
+103,273
| New | +$6.94M | 1.43% | 17 |
|
|
2022
Q2 | – | Sell |
-3,429
| Closed | -$238K | – | 158 |
|
|
2022
Q1 | $238K | Buy |
3,429
+3,405
| +14,188% | +$236K | 0.09% | 125 |
|
|
2021
Q4 | $2.09K | Sell |
24
-4,176
| -99% | -$364K | 0.09% | 51 |
|
|
2021
Q3 | $312K | Sell |
4,200
-1,229
| -23% | -$91.3K | 0.11% | 113 |
|
|
2021
Q2 | $406K | Sell |
5,429
-5,253
| -49% | -$393K | 0.16% | 80 |
|
|
2021
Q1 | $742K | Hold |
10,682
| – | – | 0.36% | 43 |
|
|
2020
Q4 | $742K | Sell |
10,682
-37,525
| -78% | -$2.61M | 0.36% | 43 |
|
|
2020
Q3 | $2.91M | Buy |
48,207
+8,627
| +22% | +$520K | 1.71% | 15 |
|
|
2020
Q2 | $2.26M | Sell |
39,580
-48,408
| -55% | -$2.77M | 1.59% | 16 |
|
|
2020
Q1 | $4.41M | Buy |
87,988
+29,050
| +49% | +$1.46M | 3.85% | 5 |
|
|
2019
Q4 | $3.85M | Buy |
58,938
+26,411
| +81% | +$1.72M | 3.03% | 6 |
|
|
2019
Q3 | $1.99M | Buy |
32,527
+10,026
| +45% | +$612K | 1.88% | 9 |
|
|
2019
Q2 | $1.38M | Buy |
22,501
+4,463
| +25% | +$274K | 1.21% | 11 |
|
|
2019
Q1 | $1.1M | Buy |
18,038
+3,528
| +24% | +$214K | 0.83% | 15 |
|
|
2018
Q4 | $798K | Buy |
+14,510
| New | +$798K | 0.6% | 20 |
|