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Family Legacy Financial Solutions’s iShares MSCI EAFE ETF EFA Stock Holding History

Family Legacy Financial Solutions’s Portfolio EFA Stock Details EFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-60
Closed -$5.36K – 267
2025
Q2 		$5.36K Buy
+60
New +$5.12K ﹤0.01% 167

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Morgan Stanley
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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Family Legacy Financial Solutions's EFA Position: Q3 2025 in Review

Family Legacy Financial Solutions sold out of iShares MSCI EAFE ETF (EFA) in Q3 2025, closing a stake of 60 shares — an estimated $5.36K sold.

Family Legacy Financial Solutions first reported a position in EFA in Q2 2025 and held it in 1 quarter. The position peaked at $5.36K in Q2 2025. 2,040 funds tracked by Wall St. Rank hold EFA as of Q3 2025.

  • Family Legacy Financial Solutions reported no remaining iShares MSCI EAFE ETF position as of Q3 2025 after selling out during the quarter.
  • Family Legacy Financial Solutions sold 60 iShares MSCI EAFE ETF shares in Q3 2025, an estimated $5.36K.
  • Family Legacy Financial Solutions first reported a position in iShares MSCI EAFE ETF in Q2 2025 and held it in 1 quarter.
  • Family Legacy Financial Solutions's iShares MSCI EAFE ETF position peaked at $5.36K in Q2 2025.
  • 2,040 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2025.

Based on Family Legacy Financial Solutions's 13F filing for Q3 2025, filed 7 Oct 2025.