Legacy Capital Wealth Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $452K | Buy |
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|
2025
Q2 | $430K | Sell |
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|
2025
Q1 | $539K | Sell |
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|
2024
Q4 | $6.55M | Sell |
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|
2024
Q3 | $7.44M | Sell |
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|
2024
Q2 | $7.69M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $8.24M | Buy |
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|
2023
Q3 | $7.47M | Buy |
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|
2023
Q2 | $5.29M | Buy |
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|
2023
Q1 | $3.1M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $16M | Buy |
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|
2021
Q3 | $14.9M | Buy |
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|
2021
Q2 | $15M | Sell |
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|
2021
Q1 | $14.8M | Buy |
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|
2020
Q4 | $14.2M | Buy |
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