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

Legacy Edge Advisors’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	$681K	Buy	5,470 +202	+4%	+$24.4K	0.06%	121
2026 Q1	$587K	Buy	5,268 +1,903	+57%	+$224K	0.06%	122
2025 Q4	$383K	Sell	3,365 -154	-4%	-$17.7K	0.04%	158
2025 Q3	$401K	Sell	3,519 -1,486	-30%	-$166K	0.05%	148
2025 Q2	$561K	Sell	5,005 -177	-3%	-$18.7K	0.07%	110
2025 Q1	$518K	Sell	5,182 -3,051	-37%	-$311K	0.08%	104
2024 Q4	$799K	Buy	8,233 +1,533	+23%	+$156K	0.13%	85
2024 Q3	$721K	Sell	6,700 -1,121	-14%	-$116K	0.12%	89
2024 Q2	$800K	Buy	7,821 +4,388	+128%	+$449K	0.15%	81
2024 Q1	$356K	Buy	3,433 +25	+0.7%	+$2.49K	0.07%	116
2023 Q4	$330K	Buy	+3,408	New	+$305K	0.08%	119

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 Edge Advisors's EFG Position: Q2 2026 in Review

Legacy Edge Advisors increased its iShares MSCI EAFE Growth ETF (EFG) stake by 3.8% in Q2 2026, buying an estimated $24.4K and bringing the position to 5,470 shares worth $681K. The position accounts for 0.06% of the portfolio, ranked #121.

Legacy Edge Advisors first reported a position in EFG in Q4 2023 and has held it in 11 quarters since. The position peaked at $800K in Q2 2024. 1,062 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Legacy Edge Advisors held 5,470 shares of iShares MSCI EAFE Growth ETF worth $681K as of Q2 2026.
Legacy Edge Advisors bought 202 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $24.4K.
iShares MSCI EAFE Growth ETF made up 0.06% of Legacy Edge Advisors's portfolio in Q2 2026, its #121 holding.
Legacy Edge Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q4 2023 and has held it in 11 quarters since.
Legacy Edge Advisors's iShares MSCI EAFE Growth ETF position peaked at $800K in Q2 2024.
1,062 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

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