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
2026 Q1	$1.18M	Buy	20,434 +7,908	+63%	+$738K	0.24%	90
2025 Q4	$468K	Buy	12,526 +364	+3%	+$32.2K	0.1%	213
2025 Q3	$452K	Buy	12,162 +1,336	+12%	+$114K	0.1%	221
2025 Q2	$430K	Sell	10,826 -1,937	-15%	-$154K	0.1%	225
2025 Q1	$539K	Sell	12,763 -86,120	-87%	-$6.44M	0.13%	170
2024 Q4	$6.55M	Sell	98,883 -1,958	-2%	-$144K	1.62%	12
2024 Q3	$7.44M	Sell	100,841 -5,017	-5%	-$376K	1.49%	13
2024 Q2	$7.69M	Buy	+105,858	New	+$7.79M	1.96%	11
2024 Q1	–	Sell	-117,090	Closed	-$8.24M	–	218
2023 Q4	$8.24M	Buy	117,090 +1,037	+0.9%	+$68.3K	2.33%	8
2023 Q3	$7.47M	Buy	116,053 +37,645	+48%	+$2.52M	2.05%	11
2023 Q2	$5.29M	Buy	78,408 +32,065	+69%	+$2.17M	4.4%	10
2023 Q1	$3.1M	Buy	+46,343	New	+$3.04M	0.85%	28
2022 Q1	–	Sell	-214,111	Closed	-$16M	–	59
2021 Q4	$16M	Buy	214,111 +12,959	+6%	+$974K	6.6%	5
2021 Q3	$14.9M	Buy	201,152 +189	+0.1%	+$14.4K	5.84%	6
2021 Q2	$15M	Sell	200,963 -4,508	-2%	-$340K	8.11%	3
2021 Q1	$14.8M	Buy	205,471 +245	+0.1%	+$17.5K	6.12%	6
2020 Q4	$14.2M	Buy	+205,226	New	+$13.3M	6.07%	6