Legacy Financial Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.87M | Sell |
50,428
-1,513
| -3% | -$145K | 0.59% | 29 |
|
|
2026
Q1 | $4.7M | Sell |
51,941
-3,468
| -6% | -$324K | 0.66% | 25 |
|
|
2025
Q4 | $4.96M | Sell |
55,409
-2,651
| -5% | -$234K | 0.69% | 24 |
|
|
2025
Q3 | $5.07M | Sell |
58,060
-3,287
| -5% | -$279K | 0.7% | 25 |
|
|
2025
Q2 | $5.12M | Sell |
61,347
-3,589
| -6% | -$285K | 0.8% | 21 |
|
|
2025
Q1 | $4.91M | Sell |
64,936
-3,254
| -5% | -$243K | 0.82% | 18 |
|
|
2024
Q4 | $4.79M | Sell |
68,190
-4,629
| -6% | -$341K | 0.79% | 23 |
|
|
2024
Q3 | $5.68M | Sell |
72,819
-910
| -1% | -$68.1K | 0.95% | 18 |
|
|
2024
Q2 | $5.36M | Sell |
73,729
-626
| -0.8% | -$46.1K | 0.95% | 18 |
|
|
2024
Q1 | $5.52M | Sell |
74,355
-3,112
| -4% | -$222K | 0.99% | 19 |
|
|
2023
Q4 | $5.45M | Sell |
77,467
-213,805
| -73% | -$14.1M | 1.05% | 16 |
|
|
2023
Q3 | $18.7M | Buy |
291,272
+4,076
| +1% | +$273K | 3.75% | 4 |
|
|
2023
Q2 | $19.4M | Buy |
287,196
+7,229
| +3% | +$490K | 3.62% | 5 |
|
|
2023
Q1 | $18.7M | Sell |
279,967
-1,037
| -0.4% | -$68K | 3.82% | 5 |
|
|
2022
Q4 | $17.3M | Buy |
281,004
+12,401
| +5% | +$730K | 3.73% | 5 |
|
|
2022
Q3 | $14.1M | Buy |
268,603
+24,514
| +10% | +$1.44M | 3.38% | 5 |
|
|
2022
Q2 | $14.4M | Buy |
244,089
+31,842
| +15% | +$2.04M | 3.57% | 6 |
|
|
2022
Q1 | $14.8M | Buy |
212,247
+11,568
| +6% | +$818K | 3.32% | 6 |
|
|
2021
Q4 | $15M | Buy |
200,679
+38,960
| +24% | +$2.93M | 3.44% | 6 |
|
|
2021
Q3 | $12M | Buy |
161,719
+1,866
| +1% | +$142K | 2.94% | 6 |
|
|
2021
Q2 | $12M | Sell |
159,853
-35,871
| -18% | -$2.71M | 3.03% | 6 |
|
|
2021
Q1 | $14.1M | Sell |
195,724
-43
| -0% | -$3.07K | 3.86% | 5 |
|
|
2020
Q4 | $13.5M | Buy |
195,767
+16,348
| +9% | +$1.06M | 3.82% | 5 |
|
|
2020
Q3 | $10.8M | Sell |
179,419
-2,184
| -1% | -$132K | 3.3% | 7 |
|
|
2020
Q2 | $10.4M | Buy |
181,603
+58,219
| +47% | +$3.16M | 3.73% | 7 |
|
|
2020
Q1 | $6.54M | Buy |
123,384
+75,741
| +159% | +$4.51M | 2.43% | 8 |
|
|
2019
Q4 | $3.11M | Buy |
47,643
+25,762
| +118% | +$1.63M | 0.98% | 10 |
|
|
2019
Q3 | $1.34M | Buy |
+21,881
| New | +$1.32M | 0.44% | 22 |
|
|
2019
Q2 | – | Sell |
-1,295
| Closed | -$79K | – | 478 |
|
|
2019
Q1 | $79K | Sell |
1,295
-27
| -2% | -$1.59K | 0.03% | 199 |
|
|
2018
Q4 | $73K | Sell |
1,322
-67,126
| -98% | -$3.94M | 0.03% | 184 |
|
|
2018
Q3 | $4.39M | Buy |
68,448
+3,393
| +5% | +$216K | 1.59% | 7 |
|
|
2018
Q2 | $4.16M | Buy |
65,055
+6,924
| +12% | +$458K | 1.58% | 7 |
|
|
2018
Q1 | $3.88M | Buy |
58,131
+8,086
| +16% | +$543K | 1.54% | 7 |
|
|
2017
Q4 | $3.31M | Buy |
+50,045
| New | +$3.26M | 1.36% | 7 |
|
Other funds holding IEFA
Legacy Financial Advisors's IEFA Position: Q2 2026 in Review
Legacy Financial Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 2.9% in Q2 2026, selling an estimated $145K and leaving 50,428 shares worth $4.87M. The position accounts for 0.59% of the portfolio, ranked #29.
Legacy Financial Advisors first reported a position in IEFA in Q4 2017 and has held it in 34 quarters since. The position peaked at $19.4M in Q2 2023. 2,459 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.
- Legacy Financial Advisors held 50,428 shares of iShares Core MSCI EAFE ETF worth $4.87M as of Q2 2026.
- Legacy Financial Advisors sold 1,513 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $145K.
- iShares Core MSCI EAFE ETF made up 0.59% of Legacy Financial Advisors's portfolio in Q2 2026, its #29 holding.
- Legacy Financial Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2017 and has held it in 34 quarters since.
- Legacy Financial Advisors's iShares Core MSCI EAFE ETF position peaked at $19.4M in Q2 2023.
- 2,459 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.
Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.