Legacy Wealth Planning’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
2022
Q2
$207K Hold
2022
Q1
$245K Hold
2021
Q4
$263K Sell
2021
Q3
$305K Buy
2021
Q2
$305K Hold
2021
Q1
$294K Sell
2020
Q4
$296K Sell
2020
Q3
$273K Sell
2020
Q2
$280K Sell
2020
Q1
$327K Sell
2019
Q4
$515K Buy