LWMG LLC’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $7.09M | Buy |
65,825
+7,803
| +13% | +$840K | 1.35% | 15 |
|
2024
Q2 | $5.94M | Buy |
58,022
+6,602
| +13% | +$675K | 1.25% | 15 |
|
2024
Q1 | $5.34M | Buy |
51,420
+953
| +2% | +$98.9K | 1.23% | 15 |
|
2023
Q4 | $4.89M | Buy |
50,467
+3,182
| +7% | +$308K | 1.2% | 16 |
|
2023
Q3 | $4.08M | Buy |
47,285
+1,127
| +2% | +$97.3K | 1.12% | 17 |
|
2023
Q2 | $4.4M | Buy |
46,158
+1,522
| +3% | +$145K | 1.23% | 16 |
|
2023
Q1 | $4.18M | Buy |
44,636
+10,184
| +30% | +$954K | 1.31% | 16 |
|
2022
Q4 | $2.89M | Buy |
+34,452
| New | +$2.89M | 1.04% | 19 |
|