LM Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.38M | Buy |
28,556
+1,154
| +4% | +$96.3K | 0.31% | 48 |
|
|
2025
Q1 | $2.07M | Buy |
27,402
+2,058
| +8% | +$156K | 0.37% | 54 |
|
|
2024
Q4 | $1.78M | Buy |
25,344
+2,086
| +9% | +$147K | 0.32% | 59 |
|
|
2024
Q3 | $1.82M | Sell |
23,258
-6,975
| -23% | -$544K | 0.37% | 52 |
|
|
2024
Q2 | $2.2M | Sell |
30,233
-39,558
| -57% | -$2.87M | ﹤0.01% | 68 |
|
|
2024
Q1 | $5.18M | Buy |
69,791
+20,600
| +42% | +$1.53M | 0.82% | 21 |
|
|
2023
Q4 | $3.46M | Buy |
+49,191
| New | +$3.46M | 0.7% | 30 |
|