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LWM Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

LWM Advisors’s Portfolio EFA Stock Details EFA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$12.8M Buy
143,148
+498
+0.3% +$44.5K 12.31% 3
2025
Q1 		$12.3M Sell
142,650
-2,239
-2% -$192K 12.61% 3
2024
Q4 		$11M Buy
+144,889
New +$11M 11% 3