LFA
EFA icon

Legacy Financial Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Legacy Financial Advisors’s Portfolio EFA Stock Details EFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-3,840
Closed -$307K – 342
2024
Q1 		$307K Sell
3,840
-547
-12% -$41.8K 0.05% 247
2023
Q4 		$331K Buy
+4,387
New +$310K 0.06% 215
2023
Q3 		– Sell
-3,342
Closed -$242K – 275
2023
Q2 		$242K Sell
3,342
-93
-3% -$6.75K 0.05% 225
2023
Q1 		$246K Sell
3,435
-145
-4% -$10.1K 0.05% 216
2022
Q4 		$235K Sell
3,580
-38,466
-91% -$2.41M 0.05% 215
2022
Q3 		$2.35M Buy
+42,046
New +$2.62M 0.56% 21
2022
Q2 		– Sell
-45,198
Closed -$3.33M – 233
2022
Q1 		$3.33M Buy
+45,198
New +$3.38M 0.75% 14
2021
Q2 		– Sell
-14,309
Closed -$1.09M – 174
2021
Q1 		$1.09M Sell
14,309
-25
-0.2% -$1.88K 0.3% 30
2020
Q4 		$1.05M Buy
14,334
+1,160
+9% +$79.3K 0.3% 27
2020
Q3 		$839K Sell
13,174
-296
-2% -$18.9K 0.26% 33
2020
Q2 		$820K Hold
13,470
– – 0.29% 25
2020
Q1 		$762K Buy
13,470
+609
+5% +$38.7K 0.28% 29
2019
Q4 		$893K Sell
12,861
-215
-2% -$14.5K 0.28% 38
2019
Q3 		$853K Hold
13,076
– – 0.28% 36
2019
Q2 		$859K Buy
13,076
+272
+2% +$17.8K 0.3% 36
2019
Q1 		$830K Buy
12,804
+6,729
+111% +$424K 0.28% 36
2018
Q4 		$357K Buy
6,075
+398
+7% +$24.9K 0.14% 67
2018
Q3 		$385K Hold
5,677
– – 0.14% 60
2018
Q2 		$385K Hold
5,677
– – 0.15% 63
2018
Q1 		$401K Sell
5,677
-167
-3% -$11.9K 0.16% 59
2017
Q4 		$410K Buy
+5,844
New +$406K 0.17% 53

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Legacy Financial Advisors's EFA Position: Q2 2024 in Review

Legacy Financial Advisors sold out of iShares MSCI EAFE ETF (EFA) in Q2 2024, closing a stake of 3,840 shares — an estimated $307K sold.

Legacy Financial Advisors first reported a position in EFA in Q4 2017 and held it in 21 quarters. The position peaked at $3.33M in Q1 2022. 1,848 funds tracked by Wall St. Rank hold EFA as of Q2 2024.

  • Legacy Financial Advisors reported no remaining iShares MSCI EAFE ETF position as of Q2 2024 after selling out during the quarter.
  • Legacy Financial Advisors sold 3,840 iShares MSCI EAFE ETF shares in Q2 2024, an estimated $307K.
  • Legacy Financial Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2017 and held it in 21 quarters.
  • Legacy Financial Advisors's iShares MSCI EAFE ETF position peaked at $3.33M in Q1 2022.
  • 1,848 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2024.

Based on Legacy Financial Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.