Lineweaver Wealth Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.76M | Sell |
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|
2025
Q2 | $2.65M | Buy |
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|
2025
Q1 | $2.36M | Buy |
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|
2024
Q4 | $2.01M | Buy |
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|
2024
Q3 | $2.2M | Buy |
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|
2024
Q2 | $1.99M | Sell |
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|
2024
Q1 | $2.06M | Buy |
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|
2023
Q4 | $1.93M | Sell |
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|
2023
Q3 | $1.87M | Sell |
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|
2023
Q2 | $2.15M | Buy |
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|
2023
Q1 | $2.11M | Sell |
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|
2022
Q4 | $1.99M | Sell |
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|
2022
Q3 | $1.72M | Sell |
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|
2022
Q2 | $1.97M | Sell |
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|
2022
Q1 | $2.43M | Sell |
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|
2021
Q4 | $2.61M | Buy |
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|
2021
Q3 | $2.56M | Sell |
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|
2021
Q2 | $2.62M | Sell |
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|
2021
Q1 | $2.52M | Sell |
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|
2020
Q4 | $5.95M | Sell |
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|
2020
Q3 | $7.08M | Buy |
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|
2020
Q2 | $6.69M | Sell |
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|
2020
Q1 | $11.6M | Buy |
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|
2019
Q4 | $15M | Buy |
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