LA
Legacy Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-32,038
| Closed | -$2.25M | – | 447 |
|
|
2024
Q4 | $2.25M | Buy |
32,038
+4,287
| +15% | +$301K | 0.22% | 78 |
|
|
2024
Q3 | $2.17M | Buy |
+27,751
| New | +$2.17M | 0.23% | 76 |
|
|
2023
Q4 | – | Sell |
-4,122
| Closed | -$265K | – | 310 |
|
|
2023
Q3 | $265K | Buy |
4,122
+864
| +27% | +$55.6K | 0.04% | 246 |
|
|
2023
Q2 | $220K | Hold |
3,258
| – | – | 0.03% | 252 |
|
|
2023
Q1 | $218K | Sell |
3,258
-1,056
| -24% | -$70.6K | 0.04% | 225 |
|
|
2022
Q4 | $266K | Hold |
4,314
| – | – | 0.05% | 199 |
|
|
2022
Q3 | $227K | Buy |
+4,314
| New | +$227K | 0.05% | 201 |
|
|
2022
Q1 | – | Sell |
-3,810
| Closed | -$285K | – | 218 |
|
|
2021
Q4 | $285K | Hold |
3,810
| – | – | 0.1% | 98 |
|
|
2021
Q3 | $283K | Hold |
3,810
| – | – | 0.11% | 95 |
|
|
2021
Q2 | $285K | Buy |
+3,810
| New | +$285K | 0.12% | 91 |
|
|
2020
Q1 | – | Sell |
-3,800
| Closed | -$248K | – | 114 |
|
|
2019
Q4 | $248K | Sell |
3,800
-6,833
| -64% | -$446K | 0.16% | 116 |
|
|
2019
Q3 | $649K | Buy |
10,633
+6,115
| +135% | +$373K | 0.49% | 48 |
|
|
2019
Q2 | $277K | Sell |
4,518
-4,518
| -50% | -$277K | 0.19% | 90 |
|
|
2019
Q1 | $550K | Buy |
9,036
+4,421
| +96% | +$269K | 0.18% | 97 |
|
|
2018
Q4 | $254K | Buy |
4,615
+815
| +21% | +$44.9K | 0.19% | 98 |
|
|
2018
Q3 | $244K | Buy |
+3,800
| New | +$244K | 0.12% | 125 |
|