Legacy Capital Wealth Partners’s iShares MSCI EAFE ETF EFA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.7M	Sell	17,476 -766	-4%	-$76.6K	0.35%	53
2025 Q4	$1.75M	Buy	18,242 +191	+1%	+$18.1K	0.38%	45
2025 Q3	$1.69M	Buy	18,051 +72	+0.4%	+$6.54K	0.37%	48
2025 Q2	$1.61M	Sell	17,979 -5,172	-22%	-$442K	0.37%	47
2025 Q1	$1.89M	Buy	23,151 +6,090	+36%	+$491K	0.47%	31
2024 Q4	$1.29M	Buy	17,061 +864	+5%	+$68.4K	0.32%	63
2024 Q3	$1.35M	Buy	16,197 +39	+0.2%	+$3.14K	0.27%	76
2024 Q2	$1.27M	Buy	+16,158	New	+$1.28M	0.32%	61
2024 Q1	–	Sell	-18,748	Closed	-$1.41M	–	172
2023 Q4	$1.41M	Buy	18,748 +4,969	+36%	+$351K	0.4%	59
2023 Q3	$950K	Buy	+13,779	New	+$987K	0.26%	78
2023 Q2	–	Sell	-14,684	Closed	-$1.05M	–	93
2023 Q1	$1.05M	Buy	+14,684	New	+$1.03M	0.29%	76