LWA
Lineweaver Wealth Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.2M | Sell |
175,949
-106,096
| -38% | -$6.73M | 1.76% | 14 |
|
|
2025
Q1 | $16.6M | Buy |
282,045
+48,277
| +21% | +$2.85M | 2.83% | 11 |
|
|
2024
Q4 | $12.3M | Buy |
233,768
+15,388
| +7% | +$807K | 2.27% | 11 |
|
|
2024
Q3 | $12.6M | Buy |
218,380
+7,363
| +3% | +$424K | 2.39% | 10 |
|
|
2024
Q2 | $11.2M | Buy |
211,017
+3,262
| +2% | +$173K | 2.32% | 12 |
|
|
2024
Q1 | $11.3M | Buy |
207,755
+4,901
| +2% | +$267K | 2.68% | 10 |
|
|
2023
Q4 | $10.6M | Buy |
202,854
+4,299
| +2% | +$224K | 2.74% | 10 |
|
|
2023
Q3 | $9.72M | Buy |
198,555
+1,716
| +0.9% | +$84K | 2.83% | 10 |
|
|
2023
Q2 | $9.63M | Buy |
196,839
+381
| +0.2% | +$18.6K | 2.75% | 11 |
|
|
2023
Q1 | $9.53M | Sell |
196,458
-87,128
| -31% | -$4.23M | 2.93% | 9 |
|
|
2022
Q4 | $13M | Sell |
283,586
-1,663
| -0.6% | -$76.3K | 3.94% | 5 |
|
|
2022
Q3 | $11M | Buy |
285,249
+139
| +0% | +$5.36K | 3.57% | 7 |
|
|
2022
Q2 | $12.4M | Buy |
285,110
+4,681
| +2% | +$203K | 4.09% | 5 |
|
|
2022
Q1 | $14.1M | Sell |
280,429
-1,619
| -0.6% | -$81.4K | 4.03% | 6 |
|
|
2021
Q4 | $14.2M | Buy |
282,048
+295
| +0.1% | +$14.9K | 4.1% | 8 |
|
|
2021
Q3 | $14.3M | Sell |
281,753
-32,474
| -10% | -$1.65M | 4.37% | 6 |
|
|
2021
Q2 | $16.3M | Buy |
314,227
+56,336
| +22% | +$2.92M | 5.33% | 4 |
|
|
2021
Q1 | $13.1M | Buy |
+257,891
| New | +$13.1M | 4.66% | 6 |
|