Legacy Capital Group California’s iShares MSCI EAFE ETF EFA Stock Holding History

Legacy Capital Group California’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	$1.47M	Sell	15,104 -3,032	-17%	-$303K	0.56%	29
2025 Q4	$1.74M	Buy	18,136 +5,392	+42%	+$511K	0.42%	51
2025 Q3	$1.19M	Buy	12,744 +981	+8%	+$89.2K	0.3%	76
2025 Q2	$1.05M	Buy	11,763 +558	+5%	+$47.6K	0.29%	87
2025 Q1	$916K	Sell	11,205 -1,817	-14%	-$146K	0.32%	71
2024 Q4	$985K	Sell	13,022 -7,925	-38%	-$628K	0.3%	75
2024 Q3	$1.75M	Buy	20,947 +5,947	+40%	+$479K	0.58%	31
2024 Q2	$1.17M	Sell	15,000 -938	-6%	-$74.3K	0.42%	53
2024 Q1	$1.27M	Sell	15,938 -24,704	-61%	-$1.89M	0.47%	49
2023 Q4	$3.06M	Buy	40,642 +2,224	+6%	+$157K	1.18%	14
2023 Q3	$2.65M	Sell	38,418 -1,996	-5%	-$143K	1.14%	15
2023 Q2	$2.93M	Buy	40,414 +17,432	+76%	+$1.27M	1.21%	14
2023 Q1	$1.64M	Buy	+22,982	New	+$1.61M	0.8%	21

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Legacy Capital Group California's EFA Position: Q1 2026 in Review

Legacy Capital Group California reduced its iShares MSCI EAFE ETF (EFA) stake by 17% in Q1 2026, selling an estimated $303K and leaving 15,104 shares worth $1.47M. The position accounts for 0.56% of the portfolio, ranked #29.

Legacy Capital Group California first reported a position in EFA in Q1 2023 and has held it in 13 quarters since. The position peaked at $3.06M in Q4 2023. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Legacy Capital Group California held 15,104 shares of iShares MSCI EAFE ETF worth $1.47M as of Q1 2026.
Legacy Capital Group California sold 3,032 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $303K.
iShares MSCI EAFE ETF made up 0.56% of Legacy Capital Group California's portfolio in Q1 2026, its #29 holding.
Legacy Capital Group California first reported a position in iShares MSCI EAFE ETF in Q1 2023 and has held it in 13 quarters since.
Legacy Capital Group California's iShares MSCI EAFE ETF position peaked at $3.06M in Q4 2023.
2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Legacy Capital Group California's 13F filing for Q1 2026, filed 4 May 2026.