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Legacy Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Legacy Advisors’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
2026
Q2 		$1.62M Buy
15,549
+49
+0.3% +$5.04K 0.15% 80
2026
Q1 		$1.51M Hold
15,500
– – 0.18% 70
2025
Q4 		$1.49M Buy
15,500
+345
+2% +$32.7K 0.16% 80
2025
Q3 		$1.42M Buy
+15,155
New +$1.38M 0.17% 77
2025
Q2 		– Sell
-4,401
Closed -$360K – 135
2025
Q1 		$360K Buy
4,401
+1,444
+49% +$116K 0.04% 301
2024
Q4 		$224K Buy
2,957
+38
+1% +$3.01K 0.02% 367
2024
Q3 		$244K Hold
2,919
– – 0.03% 331
2024
Q2 		$229K Buy
2,919
+47
+2% +$3.72K 0.03% 294
2024
Q1 		$229K Sell
2,872
-1,302
-31% -$99.6K 0.03% 284
2023
Q4 		$314K Buy
+4,174
New +$295K 0.04% 238
2022
Q2 		– Sell
-7,391
Closed -$544K – 223
2022
Q1 		$544K Buy
+7,391
New +$553K 0.11% 116
2020
Q1 		– Sell
-3,713
Closed -$258K – 109
2019
Q4 		$258K Sell
3,713
-328
-8% -$22.2K 0.16% 115
2019
Q3 		$263K Buy
4,041
+1,479
+58% +$95.3K 0.2% 92
2019
Q2 		$168K Buy
2,562
+48
+2% +$3.14K 0.11% 119
2019
Q1 		$163K Buy
+2,514
New +$158K 0.05% 124
2018
Q4 		– Sell
-2,489
Closed -$169K – 198
2018
Q3 		$169K Hold
2,489
– – 0.08% 147
2018
Q2 		$167K Buy
2,489
+45
+2% +$3.15K 0.12% 99
2018
Q1 		$173K Buy
+2,444
New +$174K 0.13% 84
2017
Q4 		– Sell
-810
Closed -$55K – 377
2017
Q3 		$55K Buy
+810
New +$54.1K 0.06% 105

Other funds holding EFA

GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return
RIM
Ryan Investment Management Basalt, Colorado $221M AUM 23.61% 1-Year Est. Return

Legacy Advisors's EFA Position: Q2 2026 in Review

Legacy Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 0.32% in Q2 2026, buying an estimated $5.04K and bringing the position to 15,549 shares worth $1.62M. The position accounts for 0.15% of the portfolio, ranked #80.

Legacy Advisors first reported a position in EFA in Q3 2017 and has held it in 19 quarters since. 806 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Legacy Advisors held 15,549 shares of iShares MSCI EAFE ETF worth $1.62M as of Q2 2026.
  • Legacy Advisors bought 49 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $5.04K.
  • iShares MSCI EAFE ETF made up 0.15% of Legacy Advisors's portfolio in Q2 2026, its #80 holding.
  • Legacy Advisors first reported a position in iShares MSCI EAFE ETF in Q3 2017 and has held it in 19 quarters since.
  • 806 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.