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

Legacy Edge Advisors’s Portfolio EFV Stock Details EFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$300K Sell
3,922
-2,528
-39% -$196K 0.03% 189
2026
Q1 		$480K Sell
6,450
-624
-9% -$46.9K 0.05% 142
2025
Q4 		$505K Sell
7,074
-1,215
-15% -$84.4K 0.06% 128
2025
Q3 		$562K Sell
8,289
-1,574
-16% -$104K 0.07% 116
2025
Q2 		$626K Buy
9,863
+2,711
+38% +$166K 0.08% 102
2025
Q1 		$422K Sell
7,152
-1,112
-13% -$62.9K 0.07% 118
2024
Q4 		$433K Sell
8,264
-960
-10% -$52.6K 0.07% 116
2024
Q3 		$531K Buy
9,224
+1,437
+18% +$79.4K 0.08% 106
2024
Q2 		$413K Buy
7,787
+1,757
+29% +$95.5K 0.08% 110
2024
Q1 		$328K Sell
6,030
-2,855
-32% -$149K 0.07% 124
2023
Q4 		$463K Buy
+8,885
New +$440K 0.11% 95

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Legacy Edge Advisors reduced its iShares MSCI EAFE Value ETF (EFV) stake by 39% in Q2 2026, selling an estimated $196K and leaving 3,922 shares worth $300K. The position accounts for 0.03% of the portfolio, ranked #189.

Legacy Edge Advisors first reported a position in EFV in Q4 2023 and has held it in 11 quarters since. The position peaked at $626K in Q2 2025. 1,252 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Legacy Edge Advisors held 3,922 shares of iShares MSCI EAFE Value ETF worth $300K as of Q2 2026.
  • Legacy Edge Advisors sold 2,528 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $196K.
  • iShares MSCI EAFE Value ETF made up 0.03% of Legacy Edge Advisors's portfolio in Q2 2026, its #189 holding.
  • Legacy Edge Advisors first reported a position in iShares MSCI EAFE Value ETF in Q4 2023 and has held it in 11 quarters since.
  • Legacy Edge Advisors's iShares MSCI EAFE Value ETF position peaked at $626K in Q2 2025.
  • 1,252 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

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