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

Legacy Capital Wealth Partners’s Portfolio EFG Stock Details EFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-8,836	Closed	-$984K	–	391
2026 Q1	$984K	Sell	8,836 -174	-2%	-$20.5K	0.2%	106
2025 Q4	$1.03M	Sell	9,010 -33	-0.4%	-$3.78K	0.22%	93
2025 Q3	$1.03M	Buy	9,043 +161	+2%	+$17.9K	0.22%	94
2025 Q2	$995K	Buy	8,882 +35	+0.4%	+$3.69K	0.23%	89
2025 Q1	$885K	Sell	8,847 -313	-3%	-$31.9K	0.22%	96
2024 Q4	$887K	Buy	+9,160	New	+$931K	0.22%	92

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Legacy Capital Wealth Partners's EFG Position: Q2 2026 in Review

Legacy Capital Wealth Partners sold out of iShares MSCI EAFE Growth ETF (EFG) in Q2 2026, closing a stake of 8,836 shares — an estimated $984K sold.

Legacy Capital Wealth Partners first reported a position in EFG in Q4 2024 and held it in 6 quarters. The position peaked at $1.03M in Q3 2025. 1,057 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Legacy Capital Wealth Partners reported no remaining iShares MSCI EAFE Growth ETF position as of Q2 2026 after selling out during the quarter.
Legacy Capital Wealth Partners sold 8,836 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $984K.
Legacy Capital Wealth Partners first reported a position in iShares MSCI EAFE Growth ETF in Q4 2024 and held it in 6 quarters.
Legacy Capital Wealth Partners's iShares MSCI EAFE Growth ETF position peaked at $1.03M in Q3 2025.
1,057 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

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