LFA
Legacy Financial Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.12M | Sell |
61,347
-3,589
| -6% | -$300K | 0.8% | 21 |
|
|
2025
Q1 | $4.91M | Sell |
64,936
-3,254
| -5% | -$246K | 0.82% | 18 |
|
|
2024
Q4 | $4.79M | Sell |
68,190
-4,629
| -6% | -$325K | 0.79% | 23 |
|
|
2024
Q3 | $5.68M | Sell |
72,819
-910
| -1% | -$71K | 0.95% | 18 |
|
|
2024
Q2 | $5.36M | Sell |
73,729
-626
| -0.8% | -$45.5K | 0.95% | 18 |
|
|
2024
Q1 | $5.52M | Sell |
74,355
-3,112
| -4% | -$231K | 0.99% | 19 |
|
|
2023
Q4 | $5.45M | Sell |
77,467
-213,805
| -73% | -$15M | 1.05% | 16 |
|
|
2023
Q3 | $18.7M | Buy |
291,272
+4,076
| +1% | +$262K | 3.75% | 4 |
|
|
2023
Q2 | $19.4M | Buy |
287,196
+7,229
| +3% | +$488K | 3.62% | 5 |
|
|
2023
Q1 | $18.7M | Sell |
279,967
-1,037
| -0.4% | -$69.3K | 3.82% | 5 |
|
|
2022
Q4 | $17.3M | Buy |
281,004
+12,401
| +5% | +$764K | 3.73% | 5 |
|
|
2022
Q3 | $14.1M | Buy |
268,603
+24,514
| +10% | +$1.29M | 3.38% | 5 |
|
|
2022
Q2 | $14.4M | Buy |
244,089
+31,842
| +15% | +$1.87M | 3.57% | 6 |
|
|
2022
Q1 | $14.8M | Buy |
212,247
+11,568
| +6% | +$804K | 3.32% | 6 |
|
|
2021
Q4 | $15M | Buy |
200,679
+38,960
| +24% | +$2.91M | 3.44% | 6 |
|
|
2021
Q3 | $12M | Buy |
161,719
+1,866
| +1% | +$139K | 2.94% | 6 |
|
|
2021
Q2 | $12M | Sell |
159,853
-35,871
| -18% | -$2.69M | 3.03% | 6 |
|
|
2021
Q1 | $14.1M | Sell |
195,724
-43
| -0% | -$3.1K | 3.86% | 5 |
|
|
2020
Q4 | $13.5M | Buy |
195,767
+16,348
| +9% | +$1.13M | 3.82% | 5 |
|
|
2020
Q3 | $10.8M | Sell |
179,419
-2,184
| -1% | -$132K | 3.3% | 7 |
|
|
2020
Q2 | $10.4M | Buy |
181,603
+58,219
| +47% | +$3.33M | 3.73% | 7 |
|
|
2020
Q1 | $6.54M | Buy |
123,384
+75,741
| +159% | +$4.02M | 2.43% | 8 |
|
|
2019
Q4 | $3.11M | Buy |
47,643
+25,762
| +118% | +$1.68M | 0.98% | 10 |
|
|
2019
Q3 | $1.34M | Buy |
+21,881
| New | +$1.34M | 0.44% | 22 |
|
|
2019
Q2 | – | Sell |
-1,295
| Closed | -$79K | – | 479 |
|
|
2019
Q1 | $79K | Sell |
1,295
-27
| -2% | -$1.65K | 0.03% | 199 |
|
|
2018
Q4 | $73K | Sell |
1,322
-67,126
| -98% | -$3.71M | 0.03% | 184 |
|
|
2018
Q3 | $4.39M | Buy |
68,448
+3,393
| +5% | +$217K | 1.59% | 7 |
|
|
2018
Q2 | $4.16M | Buy |
65,055
+6,924
| +12% | +$443K | 1.58% | 7 |
|
|
2018
Q1 | $3.88M | Buy |
58,131
+8,086
| +16% | +$540K | 1.54% | 7 |
|
|
2017
Q4 | $3.31M | Buy |
+50,045
| New | +$3.31M | 1.36% | 7 |
|