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Legacy Bridge’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Legacy Bridge’s Portfolio EFV Stock Details EFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$30.6K Hold
400
– – 0.01% 232
2026
Q1 		$29.7K Hold
400
– – 0.01% 226
2025
Q4 		$28.6K Hold
400
– – 0.01% 230
2025
Q3 		$27.1K Hold
400
– – 0.01% 228
2025
Q2 		$25.4K Sell
400
-125
-24% -$7.65K 0.01% 217
2025
Q1 		$30.9K Hold
525
– – 0.02% 203
2024
Q4 		$27.5K Hold
525
– – 0.01% 218
2024
Q3 		$30.2K Hold
525
– – 0.02% 216
2024
Q2 		$27.8K Hold
525
– – 0.02% 209
2024
Q1 		$28.6K Hold
525
– – 0.02% 224
2023
Q4 		$27.4K Hold
525
– – 0.02% 220
2023
Q3 		$25.7K Hold
525
– – 0.02% 216
2023
Q2 		$25.7K Sell
525
-1,000
-66% -$49.2K 0.02% 218
2023
Q1 		$74K Hold
1,525
– – 0.05% 182
2022
Q4 		$70K Hold
1,525
– – 0.05% 183
2022
Q3 		$59K Hold
1,525
– – 0.05% 182
2022
Q2 		$66K Hold
1,525
– – 0.05% 184
2022
Q1 		$77K Hold
1,525
– – 0.05% 192
2021
Q4 		$77K Hold
1,525
– – 0.04% 193
2021
Q3 		$78K Hold
1,525
– – 0.05% 187
2021
Q2 		$79K Hold
1,525
– – 0.04% 186
2021
Q1 		$78K Hold
1,525
– – 0.05% 177
2020
Q4 		$72K Hold
1,525
– – 0.05% 178
2020
Q3 		$62K Hold
1,525
– – 0.06% 173
2020
Q2 		$61K Hold
1,525
– – 0.07% 169
2020
Q1 		$54K Sell
1,525
-500
-25% -$22.2K 0.07% 166
2019
Q4 		$101K Hold
2,025
– – 0.08% 164
2019
Q3 		$96K Hold
2,025
– – 0.09% 161
2019
Q2 		$97K Hold
2,025
– – 0.09% 157
2019
Q1 		$99K Hold
2,025
– – 0.1% 156
2018
Q4 		$92K Buy
+2,025
New +$97.6K 0.11% 151

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Legacy Bridge's EFV Position: Q2 2026 in Review

Legacy Bridge held its iShares MSCI EAFE Value ETF (EFV) position steady in Q2 2026 at 400 shares worth $30.6K. The position accounts for 0.01% of the portfolio, ranked #232.

Legacy Bridge first reported a position in EFV in Q4 2018 and has held it in 31 quarters since. The position peaked at $101K in Q4 2019. 1,249 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Legacy Bridge held 400 shares of iShares MSCI EAFE Value ETF worth $30.6K as of Q2 2026.
  • Legacy Bridge left its iShares MSCI EAFE Value ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE Value ETF made up 0.01% of Legacy Bridge's portfolio in Q2 2026, its #232 holding.
  • Legacy Bridge first reported a position in iShares MSCI EAFE Value ETF in Q4 2018 and has held it in 31 quarters since.
  • Legacy Bridge's iShares MSCI EAFE Value ETF position peaked at $101K in Q4 2019.
  • 1,249 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Legacy Bridge's 13F filing for Q2 2026, filed 13 Aug 2026.