LFA
Legacy Financial Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,840
| Closed | -$307K | – | 342 |
|
|
2024
Q1 | $307K | Sell |
3,840
-547
| -12% | -$43.7K | 0.05% | 247 |
|
|
2023
Q4 | $331K | Buy |
+4,387
| New | +$331K | 0.06% | 215 |
|
|
2023
Q3 | – | Sell |
-3,342
| Closed | -$242K | – | 275 |
|
|
2023
Q2 | $242K | Sell |
3,342
-93
| -3% | -$6.74K | 0.05% | 225 |
|
|
2023
Q1 | $246K | Sell |
3,435
-145
| -4% | -$10.4K | 0.05% | 216 |
|
|
2022
Q4 | $235K | Sell |
3,580
-38,466
| -91% | -$2.52M | 0.05% | 215 |
|
|
2022
Q3 | $2.36M | Buy |
+42,046
| New | +$2.36M | 0.56% | 21 |
|
|
2022
Q2 | – | Sell |
-45,198
| Closed | -$3.33M | – | 233 |
|
|
2022
Q1 | $3.33M | Buy |
+45,198
| New | +$3.33M | 0.75% | 14 |
|
|
2021
Q2 | – | Sell |
-14,309
| Closed | -$1.09M | – | 174 |
|
|
2021
Q1 | $1.09M | Sell |
14,309
-25
| -0.2% | -$1.9K | 0.3% | 30 |
|
|
2020
Q4 | $1.05M | Buy |
14,334
+1,160
| +9% | +$85.2K | 0.3% | 27 |
|
|
2020
Q3 | $839K | Sell |
13,174
-296
| -2% | -$18.9K | 0.26% | 33 |
|
|
2020
Q2 | $820K | Hold |
13,470
| – | – | 0.29% | 25 |
|
|
2020
Q1 | $762K | Buy |
13,470
+609
| +5% | +$34.5K | 0.28% | 29 |
|
|
2019
Q4 | $893K | Sell |
12,861
-215
| -2% | -$14.9K | 0.28% | 38 |
|
|
2019
Q3 | $853K | Hold |
13,076
| – | – | 0.28% | 36 |
|
|
2019
Q2 | $859K | Buy |
13,076
+272
| +2% | +$17.9K | 0.3% | 36 |
|
|
2019
Q1 | $830K | Buy |
12,804
+6,729
| +111% | +$436K | 0.28% | 36 |
|
|
2018
Q4 | $357K | Buy |
6,075
+398
| +7% | +$23.4K | 0.14% | 67 |
|
|
2018
Q3 | $385K | Hold |
5,677
| – | – | 0.14% | 60 |
|
|
2018
Q2 | $385K | Hold |
5,677
| – | – | 0.15% | 63 |
|
|
2018
Q1 | $401K | Sell |
5,677
-167
| -3% | -$11.8K | 0.16% | 59 |
|
|
2017
Q4 | $410K | Buy |
+5,844
| New | +$410K | 0.17% | 53 |
|