Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s iShares MSCI EAFE ETF EFA Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio EFA Stock Details EFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,418
Closed -$97.7K – 165
2023
Q3 		$97.7K Buy
+1,418
New +$102K 0.02% 133

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Legacy Financial Group (Iowa)'s EFA Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of iShares MSCI EAFE ETF (EFA) in Q4 2023, closing a stake of 1,418 shares — an estimated $97.7K sold.

Legacy Financial Group (Iowa) first reported a position in EFA in Q3 2023 and held it in 1 quarter. The position peaked at $97.7K in Q3 2023. 1,862 funds tracked by Wall St. Rank hold EFA as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining iShares MSCI EAFE ETF position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 1,418 iShares MSCI EAFE ETF shares in Q4 2023, an estimated $97.7K.
  • Legacy Financial Group (Iowa) first reported a position in iShares MSCI EAFE ETF in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s iShares MSCI EAFE ETF position peaked at $97.7K in Q3 2023.
  • 1,862 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.