LGWM
Litman Gregory Wealth Management’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 | $2.5M | Sell |
30,003
-3,014
| -9% | -$252K | 0.2% | 53 |
|
|
2025
Q1 | $2.5M | Sell |
33,017
-524
| -2% | -$39.6K | 0.21% | 53 |
|
|
2024
Q4 | $2.36M | Sell |
33,541
-570
| -2% | -$40.1K | 0.2% | 49 |
|
|
2024
Q3 | $2.66M | Buy |
34,111
+4,657
| +16% | +$363K | 0.22% | 49 |
|
|
2024
Q2 | $2.14M | Buy |
29,454
+149
| +0.5% | +$10.8K | 0.19% | 51 |
|
|
2024
Q1 | $2.18M | Buy |
29,305
+1,295
| +5% | +$96.1K | 0.2% | 53 |
|
|
2023
Q4 | $1.97M | Buy |
28,010
+134
| +0.5% | +$9.43K | 0.19% | 54 |
|
|
2023
Q3 | $1.79M | Sell |
27,876
-621
| -2% | -$40K | 0.19% | 56 |
|
|
2023
Q2 | $1.92M | Buy |
28,497
+24,740
| +659% | +$1.67M | 0.24% | 34 |
|
|
2023
Q1 | $248K | Sell |
3,757
-24,365
| -87% | -$1.61M | 0.09% | 33 |
|
|
2022
Q4 | $1.73M | Sell |
28,122
-1,580
| -5% | -$97.4K | 0.24% | 34 |
|
|
2022
Q3 | $1.56M | Sell |
29,702
-4,022
| -12% | -$212K | 0.25% | 31 |
|
|
2022
Q2 | $1.99M | Buy |
33,724
+16
| +0% | +$942 | 0.29% | 38 |
|
|
2022
Q1 | $2.34M | Sell |
33,708
-1,718
| -5% | -$119K | 0.34% | 34 |
|
|
2021
Q4 | $2.64M | Sell |
35,426
-7,144
| -17% | -$533K | 0.45% | 32 |
|
|
2021
Q3 | $3.16M | Buy |
42,570
+39,353
| +1,223% | +$2.92M | 0.6% | 24 |
|
|
2021
Q2 | $3.22K | Sell |
3,217
-40,516
| -93% | -$40.5K | 0.6% | 23 |
|
|
2021
Q1 | $3.15M | Hold |
43,733
| – | – | 0.62% | 21 |
|
|
2020
Q4 | $3.02M | Sell |
43,733
-185
| -0.4% | -$12.8K | 0.56% | 22 |
|
|
2020
Q3 | $2.65M | Buy |
43,918
+2,153
| +5% | +$130K | 0.55% | 23 |
|
|
2020
Q2 | $2.39M | Buy |
41,765
+14,465
| +53% | +$827K | 0.53% | 23 |
|
|
2020
Q1 | $1.36M | Buy |
27,300
+27,255
| +60,567% | +$1.36M | 0.34% | 29 |
|
|
2019
Q4 | $3K | Hold |
45
| – | – | ﹤0.01% | 190 |
|
|
2019
Q3 | $3K | Hold |
45
| – | – | ﹤0.01% | 167 |
|
|
2019
Q2 | $3K | Buy |
+45
| New | +$3K | ﹤0.01% | 200 |
|