LRWA
Long Run Wealth Advisors’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 | $15.3M | Buy |
240,823
+3,586
| +2% | +$228K | 3.21% | 6 |
|
|
2025
Q1 | $14M | Sell |
237,237
-8,245
| -3% | -$486K | 3.17% | 6 |
|
|
2024
Q4 | $12.9M | Buy |
245,482
+20,733
| +9% | +$1.09M | 3.09% | 6 |
|
|
2024
Q3 | $12.9M | Buy |
224,749
+3,520
| +2% | +$203K | 3.04% | 6 |
|
|
2024
Q2 | $11.7M | Sell |
221,229
-772
| -0.3% | -$40.9K | 2.97% | 7 |
|
|
2024
Q1 | $12.1M | Buy |
222,001
+8,698
| +4% | +$473K | 3.18% | 7 |
|
|
2023
Q4 | $11.1M | Sell |
213,303
-2,111
| -1% | -$110K | 3.21% | 6 |
|
|
2023
Q3 | $10.5M | Buy |
215,414
+6,714
| +3% | +$329K | 3.42% | 6 |
|
|
2023
Q2 | $10.2M | Buy |
208,700
+8,156
| +4% | +$399K | 3.26% | 6 |
|
|
2023
Q1 | $9.73M | Sell |
200,544
-18,022
| -8% | -$875K | 3.31% | 9 |
|
|
2022
Q4 | $10M | Buy |
218,566
+5,448
| +3% | +$250K | 3.61% | 6 |
|
|
2022
Q3 | $8.21M | Buy |
213,118
+14,619
| +7% | +$563K | 3.25% | 7 |
|
|
2022
Q2 | $8.62M | Buy |
198,499
+8,782
| +5% | +$381K | 3.34% | 6 |
|
|
2022
Q1 | $9.52M | Buy |
189,717
+20,989
| +12% | +$1.05M | 3.33% | 6 |
|
|
2021
Q4 | $8.51M | Buy |
+168,728
| New | +$8.51M | 2.96% | 8 |
|