LPWM LLC’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.4M | Sell |
184,640
-8,431
| -4% | -$704K | 4.5% | 5 |
|
|
2025
Q1 | $14.6M | Buy |
193,071
+3,868
| +2% | +$293K | 4.7% | 5 |
|
|
2024
Q4 | $13.3M | Buy |
189,203
+30,580
| +19% | +$2.15M | 4.27% | 4 |
|
|
2024
Q3 | $12.1M | Buy |
158,623
+1,337
| +0.9% | +$102K | 3.97% | 5 |
|
|
2024
Q2 | $11.6M | Buy |
157,286
+2,548
| +2% | +$188K | 4.01% | 5 |
|
|
2024
Q1 | $11.3M | Buy |
154,738
+4,784
| +3% | +$348K | 4.14% | 5 |
|
|
2023
Q4 | $10.4M | Buy |
149,954
+4,697
| +3% | +$325K | 4.1% | 5 |
|
|
2023
Q3 | $9.21M | Buy |
145,257
+3,946
| +3% | +$250K | 4.14% | 6 |
|
|
2023
Q2 | $9.54M | Sell |
141,311
-12,601
| -8% | -$851K | 4.21% | 6 |
|
|
2023
Q1 | $10.3M | Buy |
153,912
+3,171
| +2% | +$212K | 4.95% | 5 |
|
|
2022
Q4 | $9.7M | Sell |
150,741
-16,383
| -10% | -$1.05M | 5.22% | 5 |
|
|
2022
Q3 | $8.8M | Sell |
167,124
-995
| -0.6% | -$52.4K | 5.25% | 5 |
|
|
2022
Q2 | $9.88M | Sell |
168,119
-37,182
| -18% | -$2.19M | 5.51% | 5 |
|
|
2022
Q1 | $14.1M | Buy |
205,301
+9,166
| +5% | +$631K | 7.03% | 4 |
|
|
2021
Q4 | $14.6M | Buy |
196,135
+8,041
| +4% | +$600K | 7.77% | 4 |
|
|
2021
Q3 | $14M | Buy |
188,094
+4,715
| +3% | +$351K | 8.31% | 4 |
|
|
2021
Q2 | $13.9M | Buy |
183,379
+8,251
| +5% | +$624K | 8.32% | 4 |
|
|
2021
Q1 | $12.8M | Buy |
175,128
+5,109
| +3% | +$374K | 8.61% | 4 |
|
|
2020
Q4 | $11.7M | Sell |
170,019
-12,817
| -7% | -$886K | 8.77% | 4 |
|
|
2020
Q3 | $11.1M | Buy |
182,836
+8,711
| +5% | +$528K | 9% | 4 |
|
|
2020
Q2 | $9.95M | Sell |
174,125
-8,020
| -4% | -$458K | 9.08% | 4 |
|
|
2020
Q1 | $9.09M | Sell |
182,145
-29,262
| -14% | -$1.46M | 9.9% | 4 |
|
|
2019
Q4 | $13.8M | Buy |
+211,407
| New | +$13.8M | 12.75% | 3 |
|