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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 		$626K Buy
9,863
+3,413
+53% +$264K 0.08% 102
2026
Q1 		$480K Sell
6,450
-624
-9% -$46.9K 0.05% 142
2025
Q4 		$505K Buy
+7,074
New +$492K 0.06% 128

Other funds holding EFV

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
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM

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

Legacy Edge Advisors increased its iShares MSCI EAFE Value ETF (EFV) stake by 53% in Q2 2026, buying an estimated $264K and bringing the position to 9,863 shares worth $626K. The position accounts for 0.08% of the portfolio, ranked #102.

Legacy Edge Advisors first reported a position in EFV in Q4 2025 and has held it in 3 quarters since. 889 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Legacy Edge Advisors held 9,863 shares of iShares MSCI EAFE Value ETF worth $626K as of Q2 2026.
  • Legacy Edge Advisors bought 3,413 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $264K.
  • iShares MSCI EAFE Value ETF made up 0.08% of Legacy Edge Advisors's portfolio in Q2 2026, its #102 holding.
  • Legacy Edge Advisors first reported a position in iShares MSCI EAFE Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 889 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.