Legacy Capital Wealth Partners, LLC IEFA Holdings History
Legacy Capital Wealth Partners, LLC's iShares Core MSCI EAFE ETF Holding Summary
As of 2025-03-31, Legacy Capital Wealth Partners, LLC held 12,763.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $538,520.00. This investment constitutes 0.13% of their stock portfolio, and Legacy Capital Wealth Partners, LLC now holds 0% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.
The initial trade took place in 2020Q4. And since then Legacy Capital Wealth Partners, LLC has made 8 purchases of IEFA, at an average price of $67.36, for a total of 441,567.00 shares. In addition, there have been 6 sales at an average price of $71.78 for 428,804.00 shares. Based on historical transaction data and IEFA's current price of $82.56, Legacy Capital Wealth Partners, LLC's estimated gain on his IEFA holdings is $2.09 Mil, reflecting a 7.03% gain to date.
Legacy Capital Wealth Partners, LLC IEFA ($82.56) Holding Chart
Legacy Capital Wealth Partners, LLC IEFA ($82.56) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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