Legacy Edge Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Legacy Edge Advisors’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	$387K	Hold	3,728	–	–	0.04%	162
2026 Q1	$362K	Hold	3,728	–	–	0.04%	167
2025 Q4	$358K	Buy	3,728 +204	+6%	+$19.3K	0.04%	163
2025 Q3	$329K	Sell	3,524 -1,434	-29%	-$130K	0.04%	165
2025 Q2	$443K	Buy	4,958 +1,456	+42%	+$124K	0.06%	131
2025 Q1	$286K	Buy	3,502 +832	+31%	+$67.1K	0.04%	153
2024 Q4	$202K	Sell	2,670 -385	-13%	-$30.5K	0.03%	174
2024 Q3	$255K	Buy	3,055 +117	+4%	+$9.41K	0.04%	161
2024 Q2	$230K	Buy	2,938 +65	+2%	+$5.15K	0.04%	158
2024 Q1	$229K	Hold	2,873	–	–	0.05%	152
2023 Q4	$216K	Buy	+2,873	New	+$203K	0.05%	152

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 Edge Advisors's EFA Position: Q2 2026 in Review

Legacy Edge Advisors held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2026 at 3,728 shares worth $387K. The position accounts for 0.04% of the portfolio, ranked #162.

Legacy Edge Advisors first reported a position in EFA in Q4 2023 and has held it in 11 quarters since. The position peaked at $443K in Q2 2025. 2,269 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Legacy Edge Advisors held 3,728 shares of iShares MSCI EAFE ETF worth $387K as of Q2 2026.
Legacy Edge Advisors left its iShares MSCI EAFE ETF share count unchanged in Q2 2026.
iShares MSCI EAFE ETF made up 0.04% of Legacy Edge Advisors's portfolio in Q2 2026, its #162 holding.
Legacy Edge Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
Legacy Edge Advisors's iShares MSCI EAFE ETF position peaked at $443K in Q2 2025.
2,269 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.