Legacy Capital Wealth Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $430K | Sell |
10,826
-1,937
| -15% | -$77K | 0.1% | 225 |
|
|
2025
Q1 | $539K | Sell |
12,763
-86,120
| -87% | -$3.63M | 0.13% | 170 |
|
|
2024
Q4 | $6.55M | Sell |
98,883
-1,958
| -2% | -$130K | 1.62% | 12 |
|
|
2024
Q3 | $7.44M | Sell |
100,841
-5,017
| -5% | -$370K | 1.49% | 13 |
|
|
2024
Q2 | $7.69M | Buy |
+105,858
| New | +$7.69M | 1.96% | 11 |
|
|
2024
Q1 | – | Sell |
-117,090
| Closed | -$8.24M | – | 218 |
|
|
2023
Q4 | $8.24M | Buy |
117,090
+1,037
| +0.9% | +$73K | 2.33% | 8 |
|
|
2023
Q3 | $7.47M | Buy |
116,053
+37,645
| +48% | +$2.42M | 2.05% | 11 |
|
|
2023
Q2 | $5.29M | Buy |
78,408
+32,065
| +69% | +$2.16M | 4.4% | 10 |
|
|
2023
Q1 | $3.1M | Buy |
+46,343
| New | +$3.1M | 0.85% | 28 |
|
|
2022
Q1 | – | Sell |
-214,111
| Closed | -$16M | – | 59 |
|
|
2021
Q4 | $16M | Buy |
214,111
+12,959
| +6% | +$967K | 6.6% | 5 |
|
|
2021
Q3 | $14.9M | Buy |
201,152
+189
| +0.1% | +$14K | 5.84% | 6 |
|
|
2021
Q2 | $15M | Sell |
200,963
-4,508
| -2% | -$337K | 8.11% | 3 |
|
|
2021
Q1 | $14.8M | Buy |
205,471
+245
| +0.1% | +$17.7K | 6.12% | 6 |
|
|
2020
Q4 | $14.2M | Buy |
+205,226
| New | +$14.2M | 6.07% | 6 |
|