Legacy Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $6.08M | Sell |
81,187
-60,578
| -43% | -$4.54M | 3.38% | 7 |
|
|
2021
Q1 | $10.2M | Buy |
141,765
+13,130
| +10% | +$946K | 5.98% | 4 |
|
|
2020
Q4 | $8.89M | Buy |
128,635
+100,637
| +359% | +$6.95M | 5.59% | 4 |
|
|
2020
Q3 | $1.69M | Sell |
27,998
-44,741
| -62% | -$2.7M | 1.19% | 17 |
|
|
2020
Q2 | $4.16M | Sell |
72,739
-18,859
| -21% | -$1.08M | 3.14% | 10 |
|
|
2020
Q1 | $4.57M | Buy |
91,598
+21,772
| +31% | +$1.09M | 4.25% | 7 |
|
|
2019
Q4 | $4.55M | Buy |
+69,826
| New | +$4.55M | 3.32% | 8 |
|