LPAM
Lodestar Private Asset 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 | $7.75M | Buy |
86,706
+8,661
| +11% | +$774K | 0.89% | 35 |
|
2025
Q1 | $6.38M | Buy |
78,045
+7,561
| +11% | +$618K | 0.8% | 37 |
|
2024
Q4 | $5.33M | Buy |
70,484
+3,618
| +5% | +$274K | 0.67% | 41 |
|
2024
Q3 | $5.59M | Buy |
66,866
+1,295
| +2% | +$108K | 0.71% | 40 |
|
2024
Q2 | $5.14M | Buy |
65,571
+4,596
| +8% | +$360K | 0.71% | 41 |
|
2024
Q1 | $4.87M | Buy |
60,975
+1,414
| +2% | +$113K | 0.69% | 40 |
|
2023
Q4 | $4.49M | Sell |
59,561
-362
| -0.6% | -$27.3K | 0.69% | 40 |
|
2023
Q3 | $4.13M | Sell |
59,923
-2,736
| -4% | -$189K | 0.71% | 41 |
|
2023
Q2 | $4.54M | Sell |
62,659
-2,762
| -4% | -$200K | 0.76% | 34 |
|
2023
Q1 | $4.68M | Sell |
65,421
-3,063
| -4% | -$219K | 0.84% | 33 |
|
2022
Q4 | $4.5M | Buy |
+68,484
| New | +$4.5M | 0.86% | 30 |
|