Legacy Capital Wealth Partners’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 | $1.61M | Sell |
17,979
-5,172
| -22% | -$462K | 0.37% | 47 |
|
|
2025
Q1 | $1.89M | Buy |
23,151
+6,090
| +36% | +$498K | 0.47% | 31 |
|
|
2024
Q4 | $1.29M | Buy |
17,061
+864
| +5% | +$65.3K | 0.32% | 63 |
|
|
2024
Q3 | $1.35M | Buy |
16,197
+39
| +0.2% | +$3.26K | 0.27% | 76 |
|
|
2024
Q2 | $1.27M | Buy |
+16,158
| New | +$1.27M | 0.32% | 61 |
|
|
2024
Q1 | – | Sell |
-18,748
| Closed | -$1.41M | – | 172 |
|
|
2023
Q4 | $1.41M | Buy |
18,748
+4,969
| +36% | +$374K | 0.4% | 59 |
|
|
2023
Q3 | $950K | Buy |
+13,779
| New | +$950K | 0.26% | 78 |
|
|
2023
Q2 | – | Sell |
-14,684
| Closed | -$1.05M | – | 93 |
|
|
2023
Q1 | $1.05M | Buy |
+14,684
| New | +$1.05M | 0.29% | 76 |
|