Lineweaver Wealth Advisors, LLC EFG holdings history
ISHARES MSCI EAFE GROWTH ETF · CUSIP 464288885 · CIK 1797873
As of 2026-06-30, Lineweaver Wealth Advisors, LLC reported 87.53K EFG (shares), valued at $10.89M, or 1.29% of its reported non-derivative portfolio. Filed 2026-07-09.
Verify history & sources →A comparable prior-quarter record is unavailable; changes are not inferred.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 1.29% | 87,532 | SEC filing ↗Filed Jul 9, 2026 |
| Q1 2026 | Not reported | Not reported | — |
| Q4 2025 | Not reported | Not reported | — |
| Q3 2025 | Not reported | Not reported | — |
| Q2 2025 | 1.39% | 78,304 | SEC filing ↗Filed Jul 9, 2025 |
| Q1 2025 | 3.45% | 202,429 | SEC filing ↗Filed May 2, 2025 |
| Q4 2024 | 2.23% | 124,650 | SEC filing ↗Filed Feb 5, 2025 |
| Q3 2024 | 2.38% | 116,079 | SEC filing ↗Filed Oct 25, 2024 |
| Q2 2024 | 2.38% | 112,140 | SEC filing ↗Filed Aug 2, 2024 |
| Q1 2024 | 2.75% | 111,437 | SEC filing ↗Filed Apr 30, 2024 |
| Q4 2023 | 2.75% | 109,665 | SEC filing ↗Filed Jan 19, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 2.75% | 109,665 | $10.62M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Jan 19, 2024 |
| Q1 2024 | 2.75% | 111,437 | $11.57M | Shares increased 1.62%; reported value increased 8.90%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 30, 2024 |
| Q2 2024 | 2.38% | 112,140 | $11.47M | Shares increased 0.63%; reported value decreased 0.83%, and weight changed -0.37 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 2, 2024 |
| Q3 2024 | 2.38% | 116,079 | $12.50M | Shares increased 3.51%; reported value increased 8.93%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 25, 2024 |
| Q4 2024 | 2.23% | 124,650 | $12.07M | Shares increased 7.38%; reported value decreased 3.39%, and weight changed -0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 5, 2025 |
| Q1 2025 | 3.45% | 202,429 | $20.25M | Shares increased 62.40%; reported value increased 67.69%, and weight changed +1.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 2, 2025 |
| Q2 2025 | 1.39% | 78,304 | $8.77M | Shares decreased 61.32%; reported value decreased 56.69%, and weight changed -2.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 9, 2025 |
| Q3 2025 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q4 2025 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q1 2026 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q2 2026 | 1.29% | 87,532 | $10.89M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Jul 9, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.