LA
LVW Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Sell |
9,875
-573
| -5% | -$64.2K | 0.12% | 99 |
|
|
2025
Q1 | $1.04M | Sell |
10,448
-26,305
| -72% | -$2.63M | 0.12% | 101 |
|
|
2024
Q4 | $3.56M | Buy |
36,753
+21,360
| +139% | +$2.07M | 0.43% | 35 |
|
|
2024
Q3 | $1.66M | Sell |
15,393
-748
| -5% | -$80.5K | 0.21% | 72 |
|
|
2024
Q2 | $1.65M | Buy |
16,141
+806
| +5% | +$82.5K | 0.24% | 64 |
|
|
2024
Q1 | $1.59M | Sell |
15,335
-32,795
| -68% | -$3.4M | 0.27% | 63 |
|
|
2023
Q4 | $4.66M | Buy |
48,130
+3,674
| +8% | +$356K | 0.87% | 23 |
|
|
2023
Q3 | $3.84M | Buy |
44,456
+177
| +0.4% | +$15.3K | 0.79% | 25 |
|
|
2023
Q2 | $4.22M | Buy |
44,279
+2,466
| +6% | +$235K | 0.81% | 25 |
|
|
2023
Q1 | $3.92M | Buy |
41,813
+581
| +1% | +$54.4K | 0.77% | 32 |
|
|
2022
Q4 | $3.45M | Buy |
41,232
+10,163
| +33% | +$851K | 0.7% | 38 |
|
|
2022
Q3 | $2.25M | Sell |
31,069
-10,144
| -25% | -$736K | 0.5% | 52 |
|
|
2022
Q2 | $3.32M | Sell |
41,213
-1,919
| -4% | -$154K | 0.67% | 42 |
|
|
2022
Q1 | $4.15M | Sell |
43,132
-11,048
| -20% | -$1.06M | 0.7% | 37 |
|
|
2021
Q4 | $5.98M | Buy |
54,180
+1,924
| +4% | +$212K | 1.02% | 17 |
|
|
2021
Q3 | $5.56M | Buy |
52,256
+444
| +0.9% | +$47.3K | 0.96% | 21 |
|
|
2021
Q2 | $5.56M | Buy |
51,812
+424
| +0.8% | +$45.5K | 0.99% | 20 |
|
|
2021
Q1 | $5.16M | Buy |
51,388
+4,834
| +10% | +$486K | 0.99% | 22 |
|
|
2020
Q4 | $4.7M | Buy |
46,554
+100
| +0.2% | +$10.1K | 0.94% | 27 |
|
|
2020
Q3 | $4.18M | Buy |
46,454
+38,065
| +454% | +$3.42M | 0.92% | 27 |
|
|
2020
Q2 | $697K | Buy |
+8,389
| New | +$697K | 0.17% | 82 |
|