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

Family Legacy Financial Solutions’s Portfolio IEFA Stock Details IEFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-319
Closed -$27.9K – 129
2025
Q3 		$27.9K Sell
319
-103
-24% -$8.75K 0.02% 117
2025
Q2 		$35.3K Buy
+422
New +$33.5K 0.03% 100

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TIAA Trust, National Association
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Raymond James Financial
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LPL Financial
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Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
US Bancorp
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Northwestern Mutual Wealth Management
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Family Legacy Financial Solutions's IEFA Position: Q4 2025 in Review

Family Legacy Financial Solutions sold out of iShares Core MSCI EAFE ETF (IEFA) in Q4 2025, closing a stake of 319 shares — an estimated $27.9K sold.

Family Legacy Financial Solutions first reported a position in IEFA in Q2 2025 and held it in 2 quarters. The position peaked at $35.3K in Q2 2025. 2,344 funds tracked by Wall St. Rank hold IEFA as of Q4 2025.

  • Family Legacy Financial Solutions reported no remaining iShares Core MSCI EAFE ETF position as of Q4 2025 after selling out during the quarter.
  • Family Legacy Financial Solutions sold 319 iShares Core MSCI EAFE ETF shares in Q4 2025, an estimated $27.9K.
  • Family Legacy Financial Solutions first reported a position in iShares Core MSCI EAFE ETF in Q2 2025 and held it in 2 quarters.
  • Family Legacy Financial Solutions's iShares Core MSCI EAFE ETF position peaked at $35.3K in Q2 2025.
  • 2,344 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2025.

Based on Family Legacy Financial Solutions's 13F filing for Q4 2025, filed 20 Jan 2026.