LWM
Lodestone Wealth Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $576K | Sell |
9,068
-115
| -1% | -$7.3K | 0.28% | 88 |
|
|
2025
Q1 | $541K | Buy |
9,183
+19
| +0.2% | +$1.12K | 0.29% | 80 |
|
|
2024
Q4 | $481K | Hold |
9,164
| – | – | 0.24% | 95 |
|
|
2024
Q3 | $527K | Sell |
9,164
-957
| -9% | -$55.1K | 0.26% | 85 |
|
|
2024
Q2 | $537K | Buy |
10,121
+11
| +0.1% | +$583 | 0.28% | 85 |
|
|
2024
Q1 | $550K | Hold |
10,110
| – | – | 0.29% | 81 |
|
|
2023
Q4 | $527K | Sell |
10,110
-937
| -8% | -$48.8K | 0.3% | 77 |
|
|
2023
Q3 | $541K | Sell |
11,047
-5,895
| -35% | -$288K | 0.38% | 65 |
|
|
2023
Q2 | $829K | Sell |
16,942
-14,583
| -46% | -$714K | 0.57% | 56 |
|
|
2023
Q1 | $1.53M | Sell |
31,525
-664
| -2% | -$32.2K | 1.18% | 34 |
|
|
2022
Q4 | $1.48M | Buy |
+32,189
| New | +$1.48M | 1.19% | 34 |
|