LEA
EFG icon

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 		$561K Sell
5,005
-263
-5% -$31.7K 0.07% 110
2026
Q1 		$587K Buy
5,268
+1,903
+57% +$224K 0.06% 122
2025
Q4 		$383K Buy
+3,365
New +$386K 0.04% 158

Other funds holding EFG

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
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

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

Legacy Edge Advisors reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 5% in Q2 2026, selling an estimated $31.7K and leaving 5,005 shares worth $561K. The position accounts for 0.07% of the portfolio, ranked #110.

Legacy Edge Advisors first reported a position in EFG in Q4 2025 and has held it in 3 quarters since. The position peaked at $587K in Q1 2026. 773 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Legacy Edge Advisors held 5,005 shares of iShares MSCI EAFE Growth ETF worth $561K as of Q2 2026.
  • Legacy Edge Advisors sold 263 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $31.7K.
  • iShares MSCI EAFE Growth ETF made up 0.07% of Legacy Edge Advisors's portfolio in Q2 2026, its #110 holding.
  • Legacy Edge Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • Legacy Edge Advisors's iShares MSCI EAFE Growth ETF position peaked at $587K in Q1 2026.
  • 773 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.