Legacy Financial Group (Iowa)’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio EFG Stock Details EFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.9M	Buy	87,986 +7,906	+10%	+$953K	1.23%	24
2026 Q1	$8.92M	Buy	+80,080	New	+$9.42M	1.12%	24
2025 Q4	–	Sell	-8,431	Closed	-$960K	–	122
2025 Q3	$960K	Sell	8,431 -44,069	-84%	-$4.91M	0.13%	58
2025 Q2	$5.88M	Buy	52,500 +9,363	+22%	+$988K	0.82%	29
2025 Q1	$4.31M	Sell	43,137 -17,038	-28%	-$1.74M	0.66%	30
2024 Q4	$5.83M	Buy	60,175 +6,998	+13%	+$711K	0.94%	26
2024 Q3	$5.72M	Buy	53,177 +10,731	+25%	+$1.11M	1.1%	26
2024 Q2	$4.34M	Buy	42,446 +1,796	+4%	+$184K	0.85%	28
2024 Q1	$4.22M	Buy	40,650 +38,570	+1,854%	+$3.84M	0.85%	27
2023 Q4	$201K	Sell	2,080 -42,567	-95%	-$3.81M	0.91%	29
2023 Q3	$3.85M	Buy	44,647 +7,010	+19%	+$646K	0.91%	24
2023 Q2	$3.59M	Buy	37,637 +12,783	+51%	+$1.22M	0.93%	27
2023 Q1	$2.33M	Buy	24,854 +11,949	+93%	+$1.07M	0.64%	28
2022 Q4	$1.08M	Buy	+12,905	New	+$1.04M	0.32%	32

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Legacy Financial Group (Iowa)'s EFG Position: Q2 2026 in Review

Legacy Financial Group (Iowa) increased its iShares MSCI EAFE Growth ETF (EFG) stake by 9.9% in Q2 2026, buying an estimated $953K and bringing the position to 87,986 shares worth $10.9M. The position accounts for 1.23% of the portfolio, ranked #24.

Legacy Financial Group (Iowa) first reported a position in EFG in Q4 2022 and has held it in 14 quarters since. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Legacy Financial Group (Iowa) held 87,986 shares of iShares MSCI EAFE Growth ETF worth $10.9M as of Q2 2026.
Legacy Financial Group (Iowa) bought 7,906 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $953K.
iShares MSCI EAFE Growth ETF made up 1.23% of Legacy Financial Group (Iowa)'s portfolio in Q2 2026, its #24 holding.
Legacy Financial Group (Iowa) first reported a position in iShares MSCI EAFE Growth ETF in Q4 2022 and has held it in 14 quarters since.
1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q2 2026, filed 5 Aug 2026.