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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 		$443K Buy
4,958
+1,230
+33% +$127K 0.06% 131
2026
Q1 		$362K Hold
3,728
– – 0.04% 167
2025
Q4 		$358K Buy
+3,728
New +$354K 0.04% 163

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Legacy Edge Advisors's EFA Position: Q2 2026 in Review

Legacy Edge Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 33% in Q2 2026, buying an estimated $127K and bringing the position to 4,958 shares worth $443K. The position accounts for 0.06% of the portfolio, ranked #131.

Legacy Edge Advisors first reported a position in EFA in Q4 2025 and has held it in 3 quarters since. 1,638 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Legacy Edge Advisors held 4,958 shares of iShares MSCI EAFE ETF worth $443K as of Q2 2026.
  • Legacy Edge Advisors bought 1,230 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $127K.
  • iShares MSCI EAFE ETF made up 0.06% of Legacy Edge Advisors's portfolio in Q2 2026, its #131 holding.
  • Legacy Edge Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,638 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.