LWA
EFG icon

Lineweaver Wealth Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Lineweaver Wealth Advisors’s Portfolio EFG Stock Details EFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.9M Buy
+87,532
New +$10.6M 1.29% 20
2025
Q3 		– Sell
-78,304
Closed -$8.77M – 169
2025
Q2 		$8.77M Sell
78,304
-124,125
-61% -$13.1M 1.39% 17
2025
Q1 		$20.2M Buy
202,429
+77,779
+62% +$7.93M 3.45% 9
2024
Q4 		$12.1M Buy
124,650
+8,571
+7% +$871K 2.23% 12
2024
Q3 		$12.5M Buy
116,079
+3,939
+4% +$409K 2.38% 11
2024
Q2 		$11.5M Buy
112,140
+703
+0.6% +$71.9K 2.38% 9
2024
Q1 		$11.6M Buy
111,437
+1,772
+2% +$176K 2.75% 9
2023
Q4 		$10.6M Sell
109,665
-39,944
-27% -$3.58M 2.75% 8
2023
Q3 		$12.9M Buy
149,609
+3,624
+2% +$334K 3.76% 5
2023
Q2 		$13.9M Buy
145,985
+5,280
+4% +$502K 3.97% 5
2023
Q1 		$13.2M Buy
+140,705
New +$12.7M 4.06% 4
2022
Q3 		– Sell
-91,801
Closed -$7.39M – 130
2022
Q2 		$7.39M Sell
91,801
-28,722
-24% -$2.49M 2.44% 9
2022
Q1 		$11.6M Sell
120,523
-14,635
-11% -$1.44M 3.31% 7
2021
Q4 		$14.9M Buy
135,158
+90
+0.1% +$9.86K 4.3% 7
2021
Q3 		$14.4M Buy
135,068
+41,916
+45% +$4.61M 4.39% 4
2021
Q2 		$9.99M Buy
93,152
+2,064
+2% +$219K 3.28% 10
2021
Q1 		$9.15M Sell
91,088
-21,400
-19% -$2.18M 3.25% 10
2020
Q4 		$11.4M Sell
112,488
-11,648
-9% -$1.1M 4.45% 7
2020
Q3 		$11.2M Sell
124,136
-87
-0.1% -$7.71K 4.98% 6
2020
Q2 		$10.3M Buy
+124,223
New +$9.7M 5.25% 6

Other funds holding EFG

WFPG
Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $828M AUM 20.38% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
C1AG
Client 1st Advisory Group Dunedin, Florida $372M AUM 22.43% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $813M AUM 27.86% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return