Legacy Wealth Management (Tennessee)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-153,494
| Closed | -$8.44M | – | 12 |
|
|
2018
Q4 | $8.44M | Buy |
+153,494
| New | +$8.44M | 1.86% | 9 |
|
|
2016
Q4 | – | Sell |
-6,347
| Closed | -$350K | – | 80 |
|
|
2016
Q3 | $350K | Buy |
+6,347
| New | +$350K | 0.1% | 10 |
|
|
2016
Q1 | – | Sell |
-59,798
| Closed | -$3.25M | – | 9 |
|
|
2015
Q4 | $3.25M | Buy |
+59,798
| New | +$3.25M | 0.91% | 8 |
|