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Legacy Capital Wealth Partners’s iShares MSCI EAFE ETF EFA Stock Holding History

Legacy Capital Wealth Partners’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 		$2.08M Buy
19,981
+2,505
+14% +$258K 0.4% 48
2026
Q1 		$1.7M Sell
17,476
-766
-4% -$76.6K 0.35% 53
2025
Q4 		$1.75M Buy
18,242
+191
+1% +$18.1K 0.38% 45
2025
Q3 		$1.69M Buy
18,051
+72
+0.4% +$6.54K 0.37% 48
2025
Q2 		$1.61M Sell
17,979
-5,172
-22% -$442K 0.37% 47
2025
Q1 		$1.89M Buy
23,151
+6,090
+36% +$491K 0.47% 31
2024
Q4 		$1.29M Buy
17,061
+864
+5% +$68.4K 0.32% 63
2024
Q3 		$1.35M Buy
16,197
+39
+0.2% +$3.14K 0.27% 76
2024
Q2 		$1.27M Buy
+16,158
New +$1.28M 0.32% 61
2024
Q1 		– Sell
-18,748
Closed -$1.41M – 172
2023
Q4 		$1.41M Buy
18,748
+4,969
+36% +$351K 0.4% 59
2023
Q3 		$950K Buy
+13,779
New +$987K 0.26% 78
2023
Q2 		– Sell
-14,684
Closed -$1.05M – 93
2023
Q1 		$1.05M Buy
+14,684
New +$1.03M 0.29% 76

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 Wealth Partners's EFA Position: Q2 2026 in Review

Legacy Capital Wealth Partners increased its iShares MSCI EAFE ETF (EFA) stake by 14% in Q2 2026, buying an estimated $258K and bringing the position to 19,981 shares worth $2.08M. The position accounts for 0.4% of the portfolio, ranked #48.

Legacy Capital Wealth Partners first reported a position in EFA in Q1 2023 and has held it in 12 quarters since. 2,270 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Legacy Capital Wealth Partners held 19,981 shares of iShares MSCI EAFE ETF worth $2.08M as of Q2 2026.
  • Legacy Capital Wealth Partners bought 2,505 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $258K.
  • iShares MSCI EAFE ETF made up 0.4% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #48 holding.
  • Legacy Capital Wealth Partners first reported a position in iShares MSCI EAFE ETF in Q1 2023 and has held it in 12 quarters since.
  • 2,270 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.