Legacy Capital Group California’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Buy |
11,763
+558
| +5% | +$49.9K | 0.29% | 87 |
|
|
2025
Q1 | $916K | Sell |
11,205
-1,817
| -14% | -$149K | 0.32% | 71 |
|
|
2024
Q4 | $985K | Sell |
13,022
-7,925
| -38% | -$599K | 0.3% | 75 |
|
|
2024
Q3 | $1.75M | Buy |
20,947
+5,947
| +40% | +$497K | 0.58% | 31 |
|
|
2024
Q2 | $1.17M | Sell |
15,000
-938
| -6% | -$73.5K | 0.42% | 53 |
|
|
2024
Q1 | $1.27M | Sell |
15,938
-24,704
| -61% | -$1.97M | 0.47% | 49 |
|
|
2023
Q4 | $3.06M | Buy |
40,642
+2,224
| +6% | +$168K | 1.18% | 14 |
|
|
2023
Q3 | $2.65M | Sell |
38,418
-1,996
| -5% | -$138K | 1.14% | 15 |
|
|
2023
Q2 | $2.93M | Buy |
40,414
+17,432
| +76% | +$1.26M | 1.21% | 14 |
|
|
2023
Q1 | $1.64M | Buy |
+22,982
| New | +$1.64M | 0.8% | 21 |
|