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Legacy Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Legacy Advisors’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
2026
Q2 		$636K Buy
6,590
+1,941
+42% +$186K 0.06% 165
2026
Q1 		$421K Hold
4,649
– – 0.05% 177
2025
Q4 		$416K Buy
+4,649
New +$411K 0.04% 184
2025
Q1 		– Sell
-32,038
Closed -$2.25M – 448
2024
Q4 		$2.25M Buy
32,038
+4,287
+15% +$316K 0.22% 78
2024
Q3 		$2.17M Buy
+27,751
New +$2.08M 0.23% 76
2023
Q4 		– Sell
-4,122
Closed -$265K – 312
2023
Q3 		$265K Buy
4,122
+864
+27% +$57.8K 0.04% 246
2023
Q2 		$220K Hold
3,258
– – 0.03% 252
2023
Q1 		$218K Sell
3,258
-1,056
-24% -$69.2K 0.04% 225
2022
Q4 		$266K Hold
4,314
– – 0.05% 199
2022
Q3 		$227K Buy
+4,314
New +$254K 0.05% 201
2022
Q1 		– Sell
-3,810
Closed -$285K – 218
2021
Q4 		$285K Hold
3,810
– – 0.1% 98
2021
Q3 		$283K Hold
3,810
– – 0.11% 95
2021
Q2 		$285K Buy
+3,810
New +$288K 0.12% 91
2020
Q1 		– Sell
-3,800
Closed -$248K – 114
2019
Q4 		$248K Sell
3,800
-6,833
-64% -$433K 0.16% 116
2019
Q3 		$649K Buy
10,633
+6,115
+135% +$369K 0.49% 48
2019
Q2 		$277K Sell
4,518
-4,518
-50% -$277K 0.19% 90
2019
Q1 		$550K Buy
9,036
+4,421
+96% +$261K 0.18% 97
2018
Q4 		$254K Buy
4,615
+815
+21% +$47.8K 0.19% 98
2018
Q3 		$244K Buy
+3,800
New +$242K 0.12% 125

Other funds holding IEFA

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Legacy Advisors's IEFA Position: Q2 2026 in Review

Legacy Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 42% in Q2 2026, buying an estimated $186K and bringing the position to 6,590 shares worth $636K. The position accounts for 0.06% of the portfolio, ranked #165.

Legacy Advisors first reported a position in IEFA in Q3 2018 and has held it in 19 quarters since. The position peaked at $2.25M in Q4 2024. 888 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Legacy Advisors held 6,590 shares of iShares Core MSCI EAFE ETF worth $636K as of Q2 2026.
  • Legacy Advisors bought 1,941 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $186K.
  • iShares Core MSCI EAFE ETF made up 0.06% of Legacy Advisors's portfolio in Q2 2026, its #165 holding.
  • Legacy Advisors first reported a position in iShares Core MSCI EAFE ETF in Q3 2018 and has held it in 19 quarters since.
  • Legacy Advisors's iShares Core MSCI EAFE ETF position peaked at $2.25M in Q4 2024.
  • 888 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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