LA
Legacy Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,401
| Closed | -$360K | – | 135 |
|
|
2025
Q1 | $360K | Buy |
4,401
+1,444
| +49% | +$118K | 0.04% | 301 |
|
|
2024
Q4 | $224K | Buy |
2,957
+38
| +1% | +$2.87K | 0.02% | 367 |
|
|
2024
Q3 | $244K | Hold |
2,919
| – | – | 0.03% | 331 |
|
|
2024
Q2 | $229K | Buy |
2,919
+47
| +2% | +$3.68K | 0.03% | 294 |
|
|
2024
Q1 | $229K | Sell |
2,872
-1,302
| -31% | -$104K | 0.03% | 284 |
|
|
2023
Q4 | $314K | Buy |
+4,174
| New | +$314K | 0.04% | 237 |
|
|
2022
Q2 | – | Sell |
-7,391
| Closed | -$544K | – | 223 |
|
|
2022
Q1 | $544K | Buy |
+7,391
| New | +$544K | 0.11% | 116 |
|
|
2020
Q1 | – | Sell |
-3,713
| Closed | -$258K | – | 109 |
|
|
2019
Q4 | $258K | Sell |
3,713
-328
| -8% | -$22.8K | 0.16% | 115 |
|
|
2019
Q3 | $263K | Buy |
4,041
+1,479
| +58% | +$96.3K | 0.2% | 92 |
|
|
2019
Q2 | $168K | Buy |
2,562
+48
| +2% | +$3.15K | 0.11% | 119 |
|
|
2019
Q1 | $163K | Buy |
+2,514
| New | +$163K | 0.05% | 124 |
|
|
2018
Q4 | – | Sell |
-2,489
| Closed | -$169K | – | 198 |
|
|
2018
Q3 | $169K | Hold |
2,489
| – | – | 0.08% | 147 |
|
|
2018
Q2 | $167K | Buy |
2,489
+45
| +2% | +$3.02K | 0.12% | 99 |
|
|
2018
Q1 | $173K | Buy |
+2,444
| New | +$173K | 0.13% | 84 |
|
|
2017
Q4 | – | Sell |
-810
| Closed | -$55K | – | 376 |
|
|
2017
Q3 | $55K | Buy |
+810
| New | +$55K | 0.06% | 104 |
|