LVZ Inc’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

LVZ Inc’s Portfolio IEFA Stock Details IEFA Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.49M	Buy	17,818 +672	+4%	+$56.1K	0.18%	43
2025 Q1	$1.3M	Buy	17,146 +379	+2%	+$28.7K	0.17%	41
2024 Q4	$1.18M	Buy	16,767 +321	+2%	+$22.6K	0.15%	40
2024 Q3	$1.28M	Sell	16,446 -1,255	-7%	-$98K	0.16%	42
2024 Q2	$1.29M	Buy	17,701 +912	+5%	+$66.2K	0.18%	39
2024 Q1	$1.25M	Sell	16,789 -758	-4%	-$56.3K	0.17%	40
2023 Q4	$1.23M	Sell	17,547 -139	-0.8%	-$9.78K	0.17%	42
2023 Q3	$1.14M	Sell	17,686 -268	-1%	-$17.2K	0.18%	36
2023 Q2	$1.21M	Sell	17,954 -789	-4%	-$53.3K	0.17%	48
2023 Q1	$1.25M	Sell	18,743 -514,686	-96%	-$34.4M	0.18%	45
2022 Q4	$32.9M	Buy	533,429 +8,319	+2%	+$513K	5.13%	8
2022 Q3	$27.7M	Sell	525,110 -240,308	-31%	-$12.7M	4.8%	9
2022 Q2	$45M	Buy	765,418 +7,018	+0.9%	+$413K	7.55%	6
2022 Q1	$52.7M	Buy	758,400 +55,189	+8%	+$3.84M	7.33%	6
2021 Q4	$52.5M	Buy	703,211 +19,493	+3%	+$1.45M	7.02%	6
2021 Q3	$50.8M	Buy	683,718 +30,472	+5%	+$2.26M	7.26%	6
2021 Q2	$48.9M	Buy	653,246 +420,443	+181%	+$31.5M	7.2%	6
2021 Q1	$16.8M	Buy	232,803 +20,134	+9%	+$1.45M	2.59%	10
2020 Q4	$14.7M	Buy	212,669 +128,709	+153%	+$8.89M	2.46%	10
2020 Q3	$5.06M	Sell	83,960 -4,427	-5%	-$267K	1.04%	14
2020 Q2	$5.05M	Sell	88,387 -28,696	-25%	-$1.64M	1.13%	10
2020 Q1	$28.8M	Sell	117,083 -234,881	-67%	-$57.8M	7.04%	8
2019 Q4	$23M	Buy	351,964 +10,590	+3%	+$691K	4.5%	9
2019 Q3	$20.8M	Buy	341,374 +172,042	+102%	+$10.5M	4.51%	9
2019 Q2	$10.4M	Buy	169,332 +2,044	+1%	+$126K	2.36%	12
2019 Q1	$10.2M	Buy	+167,288	New	+$10.2M	2.38%	13
2018 Q3	–	Sell	-728,755	Closed	-$46.2M	–	77
2018 Q2	$46.2M	Buy	728,755 +1,514	+0.2%	+$95.9K	11.73%	1
2018 Q1	$47.9M	Buy	727,241 +35,385	+5%	+$2.33M	13.01%	1
2017 Q4	$45.7M	Buy	691,856 +15,782	+2%	+$1.04M	13.54%	1
2017 Q3	$43.4M	Buy	+676,074	New	+$43.4M	13.95%	1