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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
Q2 		$1.78M Buy
17,174
+2,070
+14% +$213K 0.54% 34
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

Legacy Capital Group California's EFA Position: Q2 2026 in Review

Legacy Capital Group California increased its iShares MSCI EAFE ETF (EFA) stake by 14% in Q2 2026, buying an estimated $213K and bringing the position to 17,174 shares worth $1.78M. The position accounts for 0.54% of the portfolio, ranked #34.

Legacy Capital Group California first reported a position in EFA in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.06M in Q4 2023. 2,265 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Legacy Capital Group California held 17,174 shares of iShares MSCI EAFE ETF worth $1.78M as of Q2 2026.
  • Legacy Capital Group California bought 2,070 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $213K.
  • iShares MSCI EAFE ETF made up 0.54% of Legacy Capital Group California's portfolio in Q2 2026, its #34 holding.
  • Legacy Capital Group California first reported a position in iShares MSCI EAFE ETF in Q1 2023 and has held it in 14 quarters since.
  • Legacy Capital Group California's iShares MSCI EAFE ETF position peaked at $3.06M in Q4 2023.
  • 2,265 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Legacy Capital Group California's 13F filing for Q2 2026, filed 29 Jul 2026.