LWS Wealth Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $21.6M | Buy |
306,878
+20,299
| +7% | +$1.43M | 8.11% | 2 |
|
|
2023
Q3 | $18.4M | Buy |
286,579
+213
| +0.1% | +$13.7K | 8.07% | 2 |
|
|
2023
Q2 | $19.3M | Sell |
286,366
-9,455
| -3% | -$638K | 8.15% | 2 |
|
|
2023
Q1 | $19.8M | Buy |
295,821
+662
| +0.2% | +$44.3K | 8.11% | 2 |
|
|
2022
Q4 | $18.2M | Sell |
295,159
-2,896
| -1% | -$179K | 7.62% | 3 |
|
|
2022
Q3 | $15.7M | Buy |
298,055
+19,223
| +7% | +$1.01M | 6.01% | 5 |
|
|
2022
Q2 | $16.4M | Sell |
278,832
-8,800
| -3% | -$518K | 7.73% | 3 |
|
|
2022
Q1 | $20M | Buy |
287,632
+78,193
| +37% | +$5.44M | 8.52% | 2 |
|
|
2021
Q4 | $15.6M | Buy |
209,439
+9,330
| +5% | +$696K | 6.39% | 4 |
|
|
2021
Q3 | $14.9M | Buy |
200,109
+4,561
| +2% | +$339K | 6.51% | 4 |
|
|
2021
Q2 | $14.6M | Buy |
195,548
+7,108
| +4% | +$532K | 6.5% | 4 |
|
|
2021
Q1 | $13.6M | Sell |
188,440
-2,701
| -1% | -$195K | 6.16% | 4 |
|
|
2020
Q4 | $13.2M | Buy |
191,141
+6,619
| +4% | +$457K | 5.94% | 6 |
|
|
2020
Q3 | $11.1M | Sell |
184,522
-8,477
| -4% | -$511K | 5.46% | 5 |
|
|
2020
Q2 | $11M | Buy |
192,999
+18,082
| +10% | +$1.03M | 5.78% | 5 |
|
|
2020
Q1 | $8.73M | Sell |
174,917
-33,868
| -16% | -$1.69M | 5.68% | 7 |
|
|
2019
Q4 | $13.6M | Buy |
+208,785
| New | +$13.6M | 7.02% | 4 |
|