LGWM
Litman Gregory Wealth Management’s iShares Core MSCI Europe ETF IEUR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $537K | Hold |
8,115
| – | – | 0.04% | 92 |
|
|
2025
Q1 | $488K | Hold |
8,115
| – | – | 0.04% | 89 |
|
|
2024
Q4 | $438K | Hold |
8,115
| – | – | 0.04% | 91 |
|
|
2024
Q3 | $494K | Hold |
8,115
| – | – | 0.04% | 89 |
|
|
2024
Q2 | $462K | Hold |
8,115
| – | – | 0.04% | 88 |
|
|
2024
Q1 | $469K | Hold |
8,115
| – | – | 0.04% | 87 |
|
|
2023
Q4 | $446K | Hold |
8,115
| – | – | 0.04% | 87 |
|
|
2023
Q3 | $403K | Hold |
8,115
| – | – | 0.04% | 89 |
|
|
2023
Q2 | $427K | Buy |
+8,115
| New | +$427K | 0.05% | 59 |
|
|
2023
Q1 | – | Sell |
-8,574
| Closed | -$407K | – | 65 |
|
|
2022
Q4 | $407K | Sell |
8,574
-339
| -4% | -$16.1K | 0.06% | 62 |
|
|
2022
Q3 | $352K | Hold |
8,913
| – | – | 0.06% | 56 |
|
|
2022
Q2 | $401K | Buy |
+8,913
| New | +$401K | 0.06% | 66 |
|
|
2022
Q1 | – | Sell |
-8,913
| Closed | -$518K | – | 67 |
|
|
2021
Q4 | $518K | Hold |
8,913
| – | – | 0.09% | 54 |
|
|
2021
Q3 | $500K | Buy |
8,913
+8,402
| +1,644% | +$471K | 0.09% | 52 |
|
|
2021
Q2 | $511 | Sell |
511
-8,402
| -94% | -$8.4K | 0.1% | 50 |
|
|
2021
Q1 | $481K | Sell |
8,913
-168
| -2% | -$9.07K | 0.09% | 47 |
|
|
2020
Q4 | $466K | Sell |
9,081
-2,445
| -21% | -$125K | 0.09% | 49 |
|
|
2020
Q3 | $515K | Sell |
11,526
-6,848
| -37% | -$306K | 0.11% | 46 |
|
|
2020
Q2 | $786K | Sell |
18,374
-191,020
| -91% | -$8.17M | 0.17% | 43 |
|
|
2020
Q1 | $7.76M | Sell |
209,394
-99,442
| -32% | -$3.69M | 1.95% | 13 |
|
|
2019
Q4 | $15.4M | Sell |
308,836
-6,535
| -2% | -$326K | 3.43% | 9 |
|
|
2019
Q3 | $14.4M | Sell |
315,371
-23,847
| -7% | -$1.09M | 3.53% | 9 |
|
|
2019
Q2 | $15.8M | Sell |
339,218
-27,607
| -8% | -$1.29M | 4.17% | 7 |
|
|
2019
Q1 | $16.8M | Sell |
366,825
-2,929
| -0.8% | -$134K | 4.58% | 7 |
|
|
2018
Q4 | $15.3M | Buy |
369,754
+240,824
| +187% | +$9.95M | 4.69% | 7 |
|
|
2018
Q3 | $6.18M | Buy |
128,930
+8,654
| +7% | +$415K | 2.09% | 9 |
|
|
2018
Q2 | $5.72M | Buy |
120,276
+22,052
| +22% | +$1.05M | 2.25% | 8 |
|
|
2018
Q1 | $4.88M | Buy |
98,224
+93,248
| +1,874% | +$4.63M | 1.99% | 9 |
|
|
2017
Q4 | $99.2K | Sell |
4,976
-95,053
| -95% | -$1.89M | 29.83% | 1 |
|
|
2017
Q3 | $4.97M | Sell |
100,029
-2,559
| -2% | -$127K | 2.43% | 7 |
|
|
2017
Q2 | $4.81M | Sell |
102,588
-561
| -0.5% | -$26.3K | 2.73% | 7 |
|
|
2017
Q1 | $4.54M | Sell |
103,149
-2,721
| -3% | -$120K | 2.81% | 8 |
|
|
2016
Q4 | $4.31M | Buy |
105,870
+37,749
| +55% | +$1.54M | 2.9% | 7 |
|
|
2016
Q3 | $2.82M | Sell |
68,121
-10,670
| -14% | -$441K | 2.05% | 8 |
|
|
2016
Q2 | $3.11M | Buy |
78,791
+19,914
| +34% | +$786K | 2.47% | 8 |
|
|
2016
Q1 | $2.42M | Sell |
58,877
-63,522
| -52% | -$2.61M | 1.91% | 8 |
|
|
2015
Q4 | $5.17M | Buy |
+122,399
| New | +$5.17M | 3.73% | 7 |
|