LWA
Lineweaver Wealth Advisors’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 | $2.65M | Buy |
31,718
+500
| +2% | +$41.7K | 0.42% | 48 |
|
|
2025
Q1 | $2.36M | Buy |
31,218
+2,584
| +9% | +$196K | 0.4% | 48 |
|
|
2024
Q4 | $2.01M | Buy |
28,634
+495
| +2% | +$34.7K | 0.37% | 55 |
|
|
2024
Q3 | $2.2M | Buy |
28,139
+756
| +3% | +$59K | 0.42% | 45 |
|
|
2024
Q2 | $1.99M | Sell |
27,383
-359
| -1% | -$26.1K | 0.41% | 46 |
|
|
2024
Q1 | $2.06M | Buy |
27,742
+383
| +1% | +$28.4K | 0.49% | 40 |
|
|
2023
Q4 | $1.93M | Sell |
27,359
-1,688
| -6% | -$119K | 0.5% | 41 |
|
|
2023
Q3 | $1.87M | Sell |
29,047
-2,752
| -9% | -$177K | 0.54% | 39 |
|
|
2023
Q2 | $2.15M | Buy |
31,799
+235
| +0.7% | +$15.9K | 0.61% | 37 |
|
|
2023
Q1 | $2.11M | Sell |
31,564
-691
| -2% | -$46.2K | 0.65% | 36 |
|
|
2022
Q4 | $1.99M | Sell |
32,255
-354
| -1% | -$21.8K | 0.6% | 39 |
|
|
2022
Q3 | $1.72M | Sell |
32,609
-804
| -2% | -$42.3K | 0.56% | 41 |
|
|
2022
Q2 | $1.97M | Sell |
33,413
-1,535
| -4% | -$90.3K | 0.65% | 29 |
|
|
2022
Q1 | $2.43M | Sell |
34,948
-49
| -0.1% | -$3.41K | 0.69% | 28 |
|
|
2021
Q4 | $2.61M | Buy |
34,997
+488
| +1% | +$36.4K | 0.75% | 25 |
|
|
2021
Q3 | $2.56M | Sell |
34,509
-463
| -1% | -$34.4K | 0.78% | 28 |
|
|
2021
Q2 | $2.62M | Sell |
34,972
-35
| -0.1% | -$2.62K | 0.86% | 27 |
|
|
2021
Q1 | $2.52M | Sell |
35,007
-51,117
| -59% | -$3.68M | 0.89% | 24 |
|
|
2020
Q4 | $5.95M | Sell |
86,124
-31,321
| -27% | -$2.16M | 2.33% | 12 |
|
|
2020
Q3 | $7.08M | Buy |
117,445
+410
| +0.4% | +$24.7K | 3.16% | 9 |
|
|
2020
Q2 | $6.69M | Sell |
117,035
-115,337
| -50% | -$6.59M | 3.4% | 9 |
|
|
2020
Q1 | $11.6M | Buy |
232,372
+3,053
| +1% | +$153K | 7.3% | 4 |
|
|
2019
Q4 | $15M | Buy |
+229,319
| New | +$15M | 8.45% | 4 |
|