Legacy Capital Wealth Partners, LLC Ishares Tr Msci Eafe ETF Transaction History

Legacy Capital Wealth Partners, LLC

$439 Million
Q4 2024

A detailed history of Legacy Capital Wealth Partners, LLC transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Legacy Capital Wealth Partners, LLC holds 17,061 shares of EFA stock, worth $1.35 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares

17,061

Previous 16,197 5.33%

Holding current value

$1.35 Million

Previous $1.35 Million 4.8%

% of portfolio

0.29%

Previous 0.24%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$75.1 - $82.99 $64,886 - $71,703	864 Added 5.33%	17,061 $1.29 Million
Q3 2024 Nov 04, 2024	BUY	$75.32 - $84.37 $2,937 - $3,290	39 Added 0.24%	16,197 $1.35 Million
Q2 2024 Aug 01, 2024	BUY	$76.09 - $82.16 $1.23 Million - $1.33 Million	16,158 New	16,158 $1.27 Million
Q4 2023 Feb 05, 2024	BUY	$65.84 - $75.47 $327,158 - $375,010	4,969 Added 36.06%	18,748 $1.41 Million
Q3 2023 Oct 16, 2023	BUY	$68.56 - $74.46 $944,688 - $1.03 Million	13,779 New	13,779 $949,000
Q1 2023 May 10, 2023	BUY	$66.22 - $72.19 $972,374 - $1.06 Million	14,684 New	14,684 $1.05 Million

Others Institutions Holding EFA

# of Institutions

2,144

Shares Held

574M

Call Options Held

74.5M

Put Options Held

110M

View Full List

About ISHARES TR MSCI EAFE ETF

Ticker EFA
Sector ETFs
Industry ETFs

More about EFA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Capital Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Capital Wealth Partners, LLC with notifications on news.

Account

Legacy Capital Wealth Partners, LLC Ishares Tr Msci Eafe ETF Transaction History