New Legacy Group’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $482K | Hold |
7,000
| – | – | 1.32% | 15 |
|
|
2023
Q2 | $508K | Hold |
7,000
| – | – | 1.28% | 15 |
|
|
2023
Q1 | $501K | Hold |
7,000
| – | – | 1.42% | 15 |
|
|
2022
Q4 | $459K | Hold |
7,000
| – | – | 1.43% | 16 |
|
|
2022
Q3 | $392K | Hold |
7,000
| – | – | 1.01% | 19 |
|
|
2022
Q2 | $437K | Hold |
7,000
| – | – | 0.89% | 17 |
|
|
2022
Q1 | $515K | Hold |
7,000
| – | – | 0.19% | 17 |
|
|
2021
Q4 | $551K | Buy |
+7,000
| New | +$551K | 0.11% | 20 |
|