LGWM
Litman Gregory Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.1M | Sell |
179,683
-5,862
| -3% | -$524K | 1.26% | 21 |
|
|
2025
Q1 | $15.2M | Sell |
185,545
-379
| -0.2% | -$31K | 1.3% | 19 |
|
|
2024
Q4 | $14.1M | Sell |
185,924
-6,030
| -3% | -$456K | 1.22% | 21 |
|
|
2024
Q3 | $16.1M | Buy |
191,954
+2,256
| +1% | +$189K | 1.34% | 21 |
|
|
2024
Q2 | $14.9M | Buy |
189,698
+12,676
| +7% | +$993K | 1.32% | 20 |
|
|
2024
Q1 | $14.1M | Buy |
177,022
+2,402
| +1% | +$192K | 1.28% | 19 |
|
|
2023
Q4 | $13.2M | Sell |
174,620
-5,502
| -3% | -$415K | 1.25% | 19 |
|
|
2023
Q3 | $12.4M | Buy |
180,122
+1,631
| +0.9% | +$112K | 1.28% | 19 |
|
|
2023
Q2 | $12.9M | Buy |
+178,491
| New | +$12.9M | 1.62% | 15 |
|
|
2023
Q1 | – | Sell |
-180,585
| Closed | -$11.9M | – | 51 |
|
|
2022
Q4 | $11.9M | Buy |
180,585
+12,928
| +8% | +$849K | 1.66% | 15 |
|
|
2022
Q3 | $9.39M | Buy |
167,657
+9,065
| +6% | +$508K | 1.5% | 13 |
|
|
2022
Q2 | $9.91M | Buy |
158,592
+17,127
| +12% | +$1.07M | 1.46% | 14 |
|
|
2022
Q1 | $10.4M | Sell |
141,465
-1,026
| -0.7% | -$75.5K | 1.52% | 14 |
|
|
2021
Q4 | $11.2M | Buy |
142,491
+569
| +0.4% | +$44.8K | 1.9% | 10 |
|
|
2021
Q3 | $11.1M | Buy |
141,922
+131,287
| +1,234% | +$10.2M | 2.08% | 10 |
|
|
2021
Q2 | $10.6K | Sell |
10,635
-119,081
| -92% | -$119K | 1.99% | 10 |
|
|
2021
Q1 | $9.84M | Buy |
129,716
+11,164
| +9% | +$847K | 1.93% | 10 |
|
|
2020
Q4 | $8.65M | Buy |
118,552
+8,131
| +7% | +$593K | 1.59% | 12 |
|
|
2020
Q3 | $7.03M | Sell |
110,421
-672
| -0.6% | -$42.8K | 1.45% | 12 |
|
|
2020
Q2 | $6.76M | Buy |
111,093
+18,691
| +20% | +$1.14M | 1.49% | 12 |
|
|
2020
Q1 | $4.94M | Sell |
92,402
-38,355
| -29% | -$2.05M | 1.24% | 14 |
|
|
2019
Q4 | $9.08M | Sell |
130,757
-241
| -0.2% | -$16.7K | 2.02% | 11 |
|
|
2019
Q3 | $8.54M | Buy |
130,998
+764
| +0.6% | +$49.8K | 2.09% | 11 |
|
|
2019
Q2 | $8.56M | Sell |
130,234
-6,325
| -5% | -$416K | 2.26% | 10 |
|
|
2019
Q1 | $8.86M | Buy |
136,559
+732
| +0.5% | +$47.5K | 2.41% | 10 |
|
|
2018
Q4 | $7.98M | Buy |
135,827
+58,563
| +76% | +$3.44M | 2.45% | 10 |
|
|
2018
Q3 | $5.25M | Sell |
77,264
-82,928
| -52% | -$5.64M | 1.77% | 12 |
|
|
2018
Q2 | $10.9M | Buy |
160,192
+79,286
| +98% | +$5.42M | 4.31% | 6 |
|
|
2018
Q1 | $5.64M | Sell |
80,906
-4,104
| -5% | -$286K | 2.3% | 6 |
|
|
2017
Q4 | $5.98K | Buy |
85,010
+4,796
| +6% | +$337 | 1.8% | 8 |
|
|
2017
Q3 | $5.49M | Sell |
80,214
-1,354
| -2% | -$92.7K | 2.68% | 6 |
|
|
2017
Q2 | $5.32M | Sell |
81,568
-1,379
| -2% | -$89.9K | 3.02% | 6 |
|
|
2017
Q1 | $5.17M | Buy |
82,947
+12,814
| +18% | +$798K | 3.2% | 7 |
|
|
2016
Q4 | $4.05M | Buy |
70,133
+57,737
| +466% | +$3.33M | 2.72% | 8 |
|
|
2016
Q3 | $733K | Buy |
12,396
+5,759
| +87% | +$341K | 0.53% | 14 |
|
|
2016
Q2 | $370K | Sell |
6,637
-23,225
| -78% | -$1.29M | 0.29% | 18 |
|
|
2016
Q1 | $1.71M | Sell |
29,862
-17,829
| -37% | -$1.02M | 1.35% | 11 |
|
|
2015
Q4 | $2.8M | Buy |
+47,691
| New | +$2.8M | 2.02% | 11 |
|
|
2014
Q3 | – | Sell |
-111
| Closed | -$8K | – | 15 |
|
|
2014
Q2 | $8K | Buy |
+111
| New | +$8K | 0.01% | 18 |
|