MLA
My Legacy Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $223K | Sell |
2,656
-262
| -9% | -$22K | 0.08% | 200 |
|
2025
Q1 | $221K | Sell |
2,918
-541
| -16% | -$40.9K | 0.09% | 200 |
|
2024
Q4 | $244K | Buy |
+3,459
| New | +$244K | 0.09% | 187 |
|
2024
Q3 | – | Sell |
-5,943
| Closed | -$432K | – | 205 |
|
2024
Q2 | $432K | Sell |
5,943
-351
| -6% | -$25.5K | 0.14% | 161 |
|
2024
Q1 | $467K | Sell |
6,294
-435
| -6% | -$32.3K | 0.16% | 154 |
|
2023
Q4 | $469K | Sell |
6,729
-436
| -6% | -$30.4K | 0.17% | 152 |
|
2023
Q3 | $448K | Sell |
7,165
-444
| -6% | -$27.8K | 0.18% | 148 |
|
2023
Q2 | $528K | Sell |
7,609
-1,720
| -18% | -$119K | 0.21% | 144 |
|
2023
Q1 | $626K | Sell |
9,329
-1,106
| -11% | -$74.2K | 0.27% | 132 |
|
2022
Q4 | $699K | Sell |
10,435
-3,675
| -26% | -$246K | 0.3% | 125 |
|
2022
Q3 | $743K | Sell |
14,110
-5,556
| -28% | -$293K | 0.37% | 93 |
|
2022
Q2 | $1.14M | Sell |
19,666
-5,791
| -23% | -$335K | 0.57% | 45 |
|
2022
Q1 | $1.77M | Buy |
+25,457
| New | +$1.77M | 0.82% | 24 |
|