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

Legacy Financial 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
2024 Q4	–	Sell	-3,524	Closed	-$203K	–	354
2024 Q3	$203K	Buy	+3,524	New	+$195K	0.03%	344
2024 Q1	–	Sell	-5,081	Closed	-$265K	–	327
2023 Q4	$265K	Sell	5,081 -1,554	-23%	-$76.9K	0.05%	247
2023 Q3	$325K	Sell	6,635 -17,790	-73%	-$881K	0.07%	195
2023 Q2	$1.2M	Sell	24,425 -122,436	-83%	-$6.03M	0.22%	56
2023 Q1	$7.13M	Sell	146,861 -1,396	-0.9%	-$67.6K	1.46%	14
2022 Q4	$6.8M	Buy	148,257 +11,606	+8%	+$504K	1.47%	13
2022 Q3	$5.26M	Buy	136,651 +99,661	+269%	+$4.25M	1.26%	13
2022 Q2	$1.6M	Buy	+36,990	New	+$1.76M	0.4%	28

Other funds holding EFV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Legacy Financial Advisors's EFV Position: Q4 2024 in Review

Legacy Financial Advisors sold out of iShares MSCI EAFE Value ETF (EFV) in Q4 2024, closing a stake of 3,524 shares — an estimated $203K sold.

Legacy Financial Advisors first reported a position in EFV in Q2 2022 and held it in 8 quarters. The position peaked at $7.13M in Q1 2023. 1,011 funds tracked by Wall St. Rank hold EFV as of Q4 2024.

Legacy Financial Advisors reported no remaining iShares MSCI EAFE Value ETF position as of Q4 2024 after selling out during the quarter.
Legacy Financial Advisors sold 3,524 iShares MSCI EAFE Value ETF shares in Q4 2024, an estimated $203K.
Legacy Financial Advisors first reported a position in iShares MSCI EAFE Value ETF in Q2 2022 and held it in 8 quarters.
Legacy Financial Advisors's iShares MSCI EAFE Value ETF position peaked at $7.13M in Q1 2023.
1,011 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q4 2024.

Based on Legacy Financial Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.