LWA
Lowe Wealth Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $367K | Buy |
4,397
+100
| +2% | +$8.35K | 0.14% | 43 |
|
|
2025
Q1 | $325K | Sell |
4,297
-20
| -0.5% | -$1.51K | 0.14% | 41 |
|
|
2024
Q4 | $303K | Sell |
4,317
-340
| -7% | -$23.9K | 0.13% | 40 |
|
|
2024
Q3 | $363K | Sell |
4,657
-50
| -1% | -$3.9K | 0.16% | 38 |
|
|
2024
Q2 | $342K | Sell |
4,707
-750
| -14% | -$54.5K | 0.16% | 36 |
|
|
2024
Q1 | $405K | Sell |
5,457
-877
| -14% | -$65.1K | 0.19% | 33 |
|
|
2023
Q4 | $446K | Sell |
6,334
-2,920
| -32% | -$205K | 0.22% | 32 |
|
|
2023
Q3 | $595K | Sell |
9,254
-556
| -6% | -$35.8K | 0.32% | 27 |
|
|
2023
Q2 | $662K | Sell |
9,810
-305
| -3% | -$20.6K | 0.34% | 27 |
|
|
2023
Q1 | $676K | Sell |
10,115
-505
| -5% | -$33.8K | 0.36% | 22 |
|
|
2022
Q4 | $655K | Sell |
10,620
-250
| -2% | -$15.4K | 0.36% | 24 |
|
|
2022
Q3 | $573K | Sell |
10,870
-449
| -4% | -$23.7K | 0.34% | 26 |
|
|
2022
Q2 | $666K | Sell |
11,319
-90,886
| -89% | -$5.35M | 0.36% | 27 |
|
|
2022
Q1 | $7.1M | Sell |
102,205
-6,301
| -6% | -$438K | 3.21% | 8 |
|
|
2021
Q4 | $8.1M | Buy |
108,506
+432
| +0.4% | +$32.2K | 3.56% | 8 |
|
|
2021
Q3 | $8.02M | Sell |
108,074
-497
| -0.5% | -$36.9K | 3.81% | 8 |
|
|
2021
Q2 | $8.13M | Sell |
108,571
-1,641
| -1% | -$123K | 3.89% | 8 |
|
|
2021
Q1 | $7.94M | Sell |
110,212
-5
| -0% | -$360 | 3.99% | 8 |
|
|
2020
Q4 | $7.62M | Buy |
110,217
+3,407
| +3% | +$235K | 3.87% | 8 |
|
|
2020
Q3 | $6.44M | Buy |
106,810
+4,364
| +4% | +$263K | 3.57% | 8 |
|
|
2020
Q2 | $5.86M | Sell |
102,446
-1,286
| -1% | -$73.5K | 3.45% | 8 |
|
|
2020
Q1 | $5.18M | Sell |
103,732
-1,495
| -1% | -$74.6K | 3.64% | 8 |
|
|
2019
Q4 | $6.87M | Buy |
105,227
+2,660
| +3% | +$174K | 3.81% | 7 |
|
|
2019
Q3 | $6.26M | Sell |
102,567
-620
| -0.6% | -$37.9K | 3.74% | 7 |
|
|
2019
Q2 | $6.34M | Sell |
103,187
-245
| -0.2% | -$15K | 3.8% | 8 |
|
|
2019
Q1 | $6.29M | Sell |
103,432
-3
| -0% | -$182 | 3.81% | 8 |
|
|
2018
Q4 | $5.69M | Buy |
103,435
+213
| +0.2% | +$11.7K | 3.89% | 8 |
|
|
2018
Q3 | $6.61M | Buy |
103,222
+1,691
| +2% | +$108K | 3.91% | 8 |
|
|
2018
Q2 | $6.43M | Buy |
101,531
+1,875
| +2% | +$119K | 3.99% | 8 |
|
|
2018
Q1 | $6.57M | Buy |
99,656
+32,915
| +49% | +$2.17M | 4.12% | 8 |
|
|
2017
Q4 | $4.41M | Buy |
66,741
+22,693
| +52% | +$1.5M | 2.69% | 12 |
|
|
2017
Q3 | $2.83M | Buy |
44,048
+897
| +2% | +$57.6K | 1.77% | 15 |
|
|
2017
Q2 | $2.63M | Buy |
43,151
+2,836
| +7% | +$173K | 1.68% | 15 |
|
|
2017
Q1 | $2.34M | Buy |
40,315
+40,290
| +161,160% | +$2.33M | 1.54% | 14 |
|
|
2016
Q4 | $1K | Hold |
25
| – | – | ﹤0.01% | 213 |
|
|
2016
Q3 | $1K | Hold |
25
| – | – | ﹤0.01% | 226 |
|
|
2016
Q2 | $1K | Hold |
25
| – | – | ﹤0.01% | 231 |
|
|
2016
Q1 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 205 |
|