Legacy Trust’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 | $202K | Sell |
2,415
-38,170
| -94% | -$3.19M | 0.05% | 141 |
|
|
2025
Q1 | $3.07M | Buy |
40,585
+1,005
| +3% | +$76K | 0.74% | 41 |
|
|
2024
Q4 | $2.78M | Hold |
39,580
| – | – | 0.65% | 47 |
|
|
2024
Q3 | $3.09M | Hold |
39,580
| – | – | 0.71% | 49 |
|
|
2024
Q2 | $2.88M | Buy |
39,580
+120
| +0.3% | +$8.72K | 0.72% | 47 |
|
|
2024
Q1 | $2.93M | Buy |
39,460
+325
| +0.8% | +$24.1K | 0.73% | 48 |
|
|
2023
Q4 | $2.75M | Buy |
39,135
+2,550
| +7% | +$179K | 0.72% | 48 |
|
|
2023
Q3 | $2.35M | Buy |
36,585
+7,000
| +24% | +$450K | 0.68% | 52 |
|
|
2023
Q2 | $2M | Buy |
29,585
+1,910
| +7% | +$129K | 0.55% | 58 |
|
|
2023
Q1 | $1.85M | Hold |
27,675
| – | – | 0.55% | 61 |
|
|
2022
Q4 | $1.71M | Buy |
+27,675
| New | +$1.71M | 0.53% | 59 |
|