LRWA
Long Run Wealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $500K | Buy |
5,598
+96
| +2% | +$8.58K | 0.11% | 77 |
|
|
2025
Q1 | $450K | Hold |
5,502
| – | – | 0.1% | 80 |
|
|
2024
Q4 | $416K | Buy |
5,502
+76
| +1% | +$5.75K | 0.1% | 77 |
|
|
2024
Q3 | $454K | Hold |
5,426
| – | – | 0.11% | 75 |
|
|
2024
Q2 | $425K | Hold |
5,426
| – | – | 0.11% | 74 |
|
|
2024
Q1 | $433K | Hold |
5,426
| – | – | 0.11% | 74 |
|
|
2023
Q4 | $409K | Hold |
5,426
| – | – | 0.12% | 72 |
|
|
2023
Q3 | $374K | Sell |
5,426
-225
| -4% | -$15.5K | 0.12% | 70 |
|
|
2023
Q2 | $410K | Hold |
5,651
| – | – | 0.13% | 74 |
|
|
2023
Q1 | $404K | Hold |
5,651
| – | – | 0.14% | 76 |
|
|
2022
Q4 | $371K | Hold |
5,651
| – | – | 0.13% | 78 |
|
|
2022
Q3 | $317K | Sell |
5,651
-26,901
| -83% | -$1.51M | 0.13% | 78 |
|
|
2022
Q2 | $2.03M | Sell |
32,552
-2,800
| -8% | -$175K | 0.79% | 35 |
|
|
2022
Q1 | $2.6M | Hold |
35,352
| – | – | 0.91% | 32 |
|
|
2021
Q4 | $2.78M | Buy |
+35,352
| New | +$2.78M | 0.97% | 28 |
|