LVZ Inc’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.86M | Sell |
19,234
-539
| -3% | -$51.8K | 0.19% | 37 |
|
|
2026
Q1 | $1.79M | Buy |
19,773
+5,052
| +34% | +$472K | 0.2% | 34 |
|
|
2025
Q4 | $1.32M | Sell |
14,721
-423
| -3% | -$37.4K | 0.15% | 48 |
|
|
2025
Q3 | $1.32M | Sell |
15,144
-2,674
| -15% | -$227K | 0.15% | 44 |
|
|
2025
Q2 | $1.49M | Buy |
17,818
+672
| +4% | +$53.3K | 0.18% | 43 |
|
|
2025
Q1 | $1.3M | Buy |
17,146
+379
| +2% | +$28.3K | 0.17% | 41 |
|
|
2024
Q4 | $1.18M | Buy |
16,767
+321
| +2% | +$23.7K | 0.15% | 40 |
|
|
2024
Q3 | $1.28M | Sell |
16,446
-1,255
| -7% | -$93.9K | 0.16% | 42 |
|
|
2024
Q2 | $1.29M | Buy |
17,701
+912
| +5% | +$67.1K | 0.18% | 39 |
|
|
2024
Q1 | $1.25M | Sell |
16,789
-758
| -4% | -$54K | 0.17% | 40 |
|
|
2023
Q4 | $1.23M | Sell |
17,547
-139
| -0.8% | -$9.16K | 0.17% | 42 |
|
|
2023
Q3 | $1.14M | Sell |
17,686
-268
| -1% | -$17.9K | 0.18% | 36 |
|
|
2023
Q2 | $1.21M | Sell |
17,954
-789
| -4% | -$53.5K | 0.17% | 48 |
|
|
2023
Q1 | $1.25M | Sell |
18,743
-514,686
| -96% | -$33.7M | 0.18% | 45 |
|
|
2022
Q4 | $32.9M | Buy |
533,429
+8,319
| +2% | +$490K | 5.13% | 8 |
|
|
2022
Q3 | $27.7M | Sell |
525,110
-240,308
| -31% | -$14.1M | 4.8% | 9 |
|
|
2022
Q2 | $45M | Buy |
765,418
+7,018
| +0.9% | +$450K | 7.55% | 6 |
|
|
2022
Q1 | $52.7M | Buy |
758,400
+55,189
| +8% | +$3.9M | 7.33% | 6 |
|
|
2021
Q4 | $52.5M | Buy |
703,211
+19,493
| +3% | +$1.46M | 7.02% | 6 |
|
|
2021
Q3 | $50.8M | Buy |
683,718
+30,472
| +5% | +$2.32M | 7.26% | 6 |
|
|
2021
Q2 | $48.9M | Buy |
653,246
+420,443
| +181% | +$31.7M | 7.2% | 6 |
|
|
2021
Q1 | $16.8M | Buy |
232,803
+20,134
| +9% | +$1.44M | 2.59% | 10 |
|
|
2020
Q4 | $14.7M | Buy |
212,669
+128,709
| +153% | +$8.32M | 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% | -$1.56M | 1.13% | 10 |
|
|
2020
Q1 | $28.8M | Sell |
117,083
-234,881
| -67% | -$14M | 7.04% | 8 |
|
|
2019
Q4 | $23M | Buy |
351,964
+10,590
| +3% | +$672K | 4.5% | 9 |
|
|
2019
Q3 | $20.8M | Buy |
341,374
+172,042
| +102% | +$10.4M | 4.51% | 9 |
|
|
2019
Q2 | $10.4M | Buy |
169,332
+2,044
| +1% | +$125K | 2.36% | 12 |
|
|
2019
Q1 | $10.2M | Buy |
+167,288
| New | +$9.87M | 2.38% | 13 |
|
|
2018
Q3 | – | Sell |
-728,755
| Closed | -$46.2M | – | 77 |
|
|
2018
Q2 | $46.2M | Buy |
728,755
+1,514
| +0.2% | +$100K | 11.73% | 1 |
|
|
2018
Q1 | $47.9M | Buy |
727,241
+35,385
| +5% | +$2.38M | 13.01% | 1 |
|
|
2017
Q4 | $45.7M | Buy |
691,856
+15,782
| +2% | +$1.03M | 13.54% | 1 |
|
|
2017
Q3 | $43.4M | Buy |
+676,074
| New | +$42.3M | 13.95% | 1 |
|
Other funds holding IEFA
BP
S
GC
BB
SP
FCBT
MMI
LVZ Inc's IEFA Position: Q2 2026 in Review
LVZ Inc reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 2.7% in Q2 2026, selling an estimated $51.8K and leaving 19,234 shares worth $1.86M. The position accounts for 0.19% of the portfolio, ranked #37.
LVZ Inc first reported a position in IEFA in Q3 2017 and has held it in 34 quarters since. The position peaked at $52.7M in Q1 2022. 1,064 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.
- LVZ Inc held 19,234 shares of iShares Core MSCI EAFE ETF worth $1.86M as of Q2 2026.
- LVZ Inc sold 539 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $51.8K.
- iShares Core MSCI EAFE ETF made up 0.19% of LVZ Inc's portfolio in Q2 2026, its #37 holding.
- LVZ Inc first reported a position in iShares Core MSCI EAFE ETF in Q3 2017 and has held it in 34 quarters since.
- LVZ Inc's iShares Core MSCI EAFE ETF position peaked at $52.7M in Q1 2022.
- 1,064 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.
Based on LVZ Inc's 13F filing for Q2 2026, filed 9 Jul 2026.