Legacy Trust’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.93M | Sell |
32,783
-3,486
| -10% | -$312K | 0.72% | 40 |
|
|
2025
Q1 | $2.96M | Buy |
36,269
+1,341
| +4% | +$110K | 0.71% | 45 |
|
|
2024
Q4 | $2.64M | Buy |
34,928
+5,259
| +18% | +$398K | 0.61% | 48 |
|
|
2024
Q3 | $2.48M | Sell |
29,669
-335
| -1% | -$28K | 0.57% | 55 |
|
|
2024
Q2 | $2.35M | Buy |
30,004
+950
| +3% | +$74.4K | 0.58% | 57 |
|
|
2024
Q1 | $2.32M | Buy |
29,054
+1,466
| +5% | +$117K | 0.58% | 55 |
|
|
2023
Q4 | $2.08M | Buy |
27,588
+1,448
| +6% | +$109K | 0.54% | 54 |
|
|
2023
Q3 | $1.8M | Hold |
26,140
| – | – | 0.52% | 58 |
|
|
2023
Q2 | $1.9M | Buy |
26,140
+76
| +0.3% | +$5.51K | 0.52% | 60 |
|
|
2023
Q1 | $1.86M | Buy |
26,064
+717
| +3% | +$51.3K | 0.56% | 59 |
|
|
2022
Q4 | $1.66M | Buy |
+25,347
| New | +$1.66M | 0.51% | 63 |
|