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

Legacy Capital Wealth Partners’s Portfolio IEFA Stock Details IEFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.28M Buy
20,663
+229
+1% +$22K 0.25% 88
2026
Q1 		$1.18M Buy
20,434
+7,908
+63% +$738K 0.24% 90
2025
Q4 		$468K Buy
12,526
+364
+3% +$32.2K 0.1% 213
2025
Q3 		$452K Buy
12,162
+1,336
+12% +$114K 0.1% 221
2025
Q2 		$430K Sell
10,826
-1,937
-15% -$154K 0.1% 225
2025
Q1 		$539K Sell
12,763
-86,120
-87% -$6.44M 0.13% 170
2024
Q4 		$6.55M Sell
98,883
-1,958
-2% -$144K 1.62% 12
2024
Q3 		$7.44M Sell
100,841
-5,017
-5% -$376K 1.49% 13
2024
Q2 		$7.69M Buy
+105,858
New +$7.79M 1.96% 11
2024
Q1 		– Sell
-117,090
Closed -$8.24M – 218
2023
Q4 		$8.24M Buy
117,090
+1,037
+0.9% +$68.3K 2.33% 8
2023
Q3 		$7.47M Buy
116,053
+37,645
+48% +$2.52M 2.05% 11
2023
Q2 		$5.29M Buy
78,408
+32,065
+69% +$2.17M 4.4% 10
2023
Q1 		$3.1M Buy
+46,343
New +$3.04M 0.85% 28
2022
Q1 		– Sell
-214,111
Closed -$16M – 59
2021
Q4 		$16M Buy
214,111
+12,959
+6% +$974K 6.6% 5
2021
Q3 		$14.9M Buy
201,152
+189
+0.1% +$14.4K 5.84% 6
2021
Q2 		$15M Sell
200,963
-4,508
-2% -$340K 8.11% 3
2021
Q1 		$14.8M Buy
205,471
+245
+0.1% +$17.5K 6.12% 6
2020
Q4 		$14.2M Buy
+205,226
New +$13.3M 6.07% 6

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Legacy Capital Wealth Partners increased its iShares Core MSCI EAFE ETF (IEFA) stake by 1.1% in Q2 2026, buying an estimated $22K and bringing the position to 20,663 shares worth $1.28M. The position accounts for 0.25% of the portfolio, ranked #88.

Legacy Capital Wealth Partners first reported a position in IEFA in Q4 2020 and has held it in 18 quarters since. The position peaked at $16M in Q4 2021. 2,449 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Legacy Capital Wealth Partners held 20,663 shares of iShares Core MSCI EAFE ETF worth $1.28M as of Q2 2026.
  • Legacy Capital Wealth Partners bought 229 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $22K.
  • iShares Core MSCI EAFE ETF made up 0.25% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #88 holding.
  • Legacy Capital Wealth Partners first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and has held it in 18 quarters since.
  • Legacy Capital Wealth Partners's iShares Core MSCI EAFE ETF position peaked at $16M in Q4 2021.
  • 2,449 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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