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Legacy Edge Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Legacy Edge Advisors’s Portfolio IEFA Stock Details IEFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$70.4M Sell
843,737
-162,987
-16% -$15.7M 9.41% 2
2026
Q1 		$91.1M Buy
1,006,724
+39,832
+4% +$3.72M 9.58% 2
2025
Q4 		$86.5M Buy
+966,892
New +$85.5M 9.47% 2

Other funds holding IEFA

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

Legacy Edge Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 16% in Q2 2026, selling an estimated $15.7M and leaving 843,737 shares worth $70.4M. The position accounts for 9.41% of the portfolio, ranked #2.

Legacy Edge Advisors first reported a position in IEFA in Q4 2025 and has held it in 3 quarters since. The position peaked at $91.1M in Q1 2026. 1,841 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Legacy Edge Advisors held 843,737 shares of iShares Core MSCI EAFE ETF worth $70.4M as of Q2 2026.
  • Legacy Edge Advisors sold 162,987 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $15.7M.
  • iShares Core MSCI EAFE ETF made up 9.41% of Legacy Edge Advisors's portfolio in Q2 2026, its #2 holding.
  • Legacy Edge Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2025 and has held it in 3 quarters since.
  • Legacy Edge Advisors's iShares Core MSCI EAFE ETF position peaked at $91.1M in Q1 2026.
  • 1,841 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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