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

Legacy Bridge’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
Q1 		$1.53M Buy
15,749
+115
+0.7% +$11.5K 0.58% 62
2025
Q4 		$1.5M Hold
15,634
– – 0.61% 59
2025
Q3 		$1.46M Buy
15,634
+225
+1% +$20.5K 0.61% 57
2025
Q2 		$1.38M Sell
15,409
-624
-4% -$53.3K 0.65% 56
2025
Q1 		$1.31M Buy
16,033
+62
+0.4% +$5K 0.73% 55
2024
Q4 		$1.21M Buy
15,971
+1
+0% +$79 0.63% 64
2024
Q3 		$1.34M Sell
15,970
-430
-3% -$34.6K 0.72% 56
2024
Q2 		$1.28M Hold
16,400
– – 0.76% 54
2024
Q1 		$1.31M Sell
16,400
-105
-0.6% -$8.03K 0.77% 54
2023
Q4 		$1.24M Sell
16,505
-375
-2% -$26.5K 0.81% 51
2023
Q3 		$1.16M Sell
16,880
-1,000
-6% -$71.6K 0.83% 44
2023
Q2 		$1.3M Buy
17,880
+2,150
+14% +$156K 0.87% 43
2023
Q1 		$1.13M Hold
15,730
– – 0.78% 51
2022
Q4 		$1.03M Sell
15,730
-284
-2% -$17.8K 0.73% 57
2022
Q3 		$897K Hold
16,014
– – 0.72% 61
2022
Q2 		$1M Hold
16,014
– – 0.74% 57
2022
Q1 		$1.18M Sell
16,014
-105
-0.7% -$7.85K 0.69% 58
2021
Q4 		$1.27M Buy
16,119
+280
+2% +$22.2K 0.66% 61
2021
Q3 		$1.24M Hold
15,839
– – 0.71% 55
2021
Q2 		$1.25M Sell
15,839
-298
-2% -$23.7K 0.71% 54
2021
Q1 		$1.22M Buy
16,137
+2,305
+17% +$174K 0.79% 46
2020
Q4 		$1.01M Hold
13,832
– – 0.73% 54
2020
Q3 		$880K Hold
13,832
– – 0.8% 41
2020
Q2 		$842K Sell
13,832
-25
-0.2% -$1.45K 0.93% 32
2020
Q1 		$741K Sell
13,857
-11,145
-45% -$707K 0.93% 29
2019
Q4 		$1.74M Hold
25,002
– – 1.44% 5
2019
Q3 		$1.63M Buy
25,002
+100
+0.4% +$6.44K 1.56% 6
2019
Q2 		$1.64M Hold
24,902
– – 1.58% 6
2019
Q1 		$1.61M Buy
24,902
+100
+0.4% +$6.3K 1.66% 4
2018
Q4 		$1.46M Buy
+24,802
New +$1.55M 1.8% 3

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Legacy Bridge's EFA Position: Q1 2026 in Review

Legacy Bridge increased its iShares MSCI EAFE ETF (EFA) stake by 0.74% in Q1 2026, buying an estimated $11.5K and bringing the position to 15,749 shares worth $1.53M. The position accounts for 0.58% of the portfolio, ranked #62.

Legacy Bridge first reported a position in EFA in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.74M in Q4 2019. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Legacy Bridge held 15,749 shares of iShares MSCI EAFE ETF worth $1.53M as of Q1 2026.
  • Legacy Bridge bought 115 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $11.5K.
  • iShares MSCI EAFE ETF made up 0.58% of Legacy Bridge's portfolio in Q1 2026, its #62 holding.
  • Legacy Bridge first reported a position in iShares MSCI EAFE ETF in Q4 2018 and has held it in 30 quarters since.
  • Legacy Bridge's iShares MSCI EAFE ETF position peaked at $1.74M in Q4 2019.
  • 2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Legacy Bridge's 13F filing for Q1 2026, filed 14 May 2026.