LWA
Lineweaver Wealth Advisors’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 | $8.77M | Sell |
78,304
-124,125
| -61% | -$13.9M | 1.39% | 17 |
|
|
2025
Q1 | $20.2M | Buy |
202,429
+77,779
| +62% | +$7.78M | 3.45% | 9 |
|
|
2024
Q4 | $12.1M | Buy |
124,650
+8,571
| +7% | +$830K | 2.23% | 12 |
|
|
2024
Q3 | $12.5M | Buy |
116,079
+3,939
| +4% | +$424K | 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% | +$184K | 2.75% | 9 |
|
|
2023
Q4 | $10.6M | Sell |
109,665
-39,944
| -27% | -$3.87M | 2.75% | 8 |
|
|
2023
Q3 | $12.9M | Buy |
149,609
+3,624
| +2% | +$313K | 3.76% | 5 |
|
|
2023
Q2 | $13.9M | Buy |
145,985
+5,280
| +4% | +$504K | 3.97% | 5 |
|
|
2023
Q1 | $13.2M | Buy |
+140,705
| New | +$13.2M | 4.05% | 4 |
|
|
2022
Q3 | – | Sell |
-91,801
| Closed | -$7.39M | – | 130 |
|
|
2022
Q2 | $7.39M | Sell |
91,801
-28,722
| -24% | -$2.31M | 2.44% | 9 |
|
|
2022
Q1 | $11.6M | Sell |
120,523
-14,635
| -11% | -$1.41M | 3.31% | 7 |
|
|
2021
Q4 | $14.9M | Buy |
135,158
+90
| +0.1% | +$9.93K | 4.3% | 7 |
|
|
2021
Q3 | $14.4M | Buy |
135,068
+41,916
| +45% | +$4.46M | 4.39% | 4 |
|
|
2021
Q2 | $9.99M | Buy |
93,152
+2,064
| +2% | +$221K | 3.28% | 10 |
|
|
2021
Q1 | $9.15M | Sell |
91,088
-21,400
| -19% | -$2.15M | 3.25% | 10 |
|
|
2020
Q4 | $11.4M | Sell |
112,488
-11,648
| -9% | -$1.18M | 4.45% | 7 |
|
|
2020
Q3 | $11.2M | Sell |
124,136
-87
| -0.1% | -$7.82K | 4.98% | 6 |
|
|
2020
Q2 | $10.3M | Buy |
+124,223
| New | +$10.3M | 5.25% | 6 |
|