Legacy Financial Group (Iowa)
EFV icon

Legacy Financial Group (Iowa)’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Legacy Financial Group (Iowa)’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
2026
Q2 		$6.17M Sell
80,653
-109,514
-58% -$8.48M 0.7% 36
2026
Q1 		$14.1M Sell
190,167
-337
-0.2% -$25.3K 1.78% 21
2025
Q4 		$14.7M Sell
190,504
-24,202
-11% -$1.68M 1.82% 20
2025
Q3 		$14.6M Buy
214,706
+127,577
+146% +$8.4M 1.91% 20
2025
Q2 		$5.53M Buy
87,129
+10,050
+13% +$615K 0.77% 30
2025
Q1 		$4.54M Sell
77,079
-31,394
-29% -$1.78M 0.7% 29
2024
Q4 		$5.69M Buy
108,473
+18,305
+20% +$1M 0.92% 27
2024
Q3 		$5.19M Buy
90,168
+14,534
+19% +$803K 1% 29
2024
Q2 		$4.01M Buy
75,634
+4,287
+6% +$233K 0.79% 31
2024
Q1 		$3.88M Buy
+71,347
New +$3.72M 0.79% 29
2023
Q4 		– Sell
-81,814
Closed -$4M – 166
2023
Q3 		$4M Buy
81,814
+8,324
+11% +$412K 0.94% 22
2023
Q2 		$3.6M Buy
73,490
+25,441
+53% +$1.25M 0.93% 26
2023
Q1 		$2.33M Buy
48,049
+12,551
+35% +$608K 0.64% 27
2022
Q4 		$1.63M Buy
+35,498
New +$1.54M 0.49% 25

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Legacy Financial Group (Iowa) reduced its iShares MSCI EAFE Value ETF (EFV) stake by 58% in Q2 2026, selling an estimated $8.48M and leaving 80,653 shares worth $6.17M. The position accounts for 0.7% of the portfolio, ranked #36.

Legacy Financial Group (Iowa) first reported a position in EFV in Q4 2022 and has held it in 14 quarters since. The position peaked at $14.7M in Q4 2025. 1,249 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Legacy Financial Group (Iowa) held 80,653 shares of iShares MSCI EAFE Value ETF worth $6.17M as of Q2 2026.
  • Legacy Financial Group (Iowa) sold 109,514 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $8.48M.
  • iShares MSCI EAFE Value ETF made up 0.7% of Legacy Financial Group (Iowa)'s portfolio in Q2 2026, its #36 holding.
  • Legacy Financial Group (Iowa) first reported a position in iShares MSCI EAFE Value ETF in Q4 2022 and has held it in 14 quarters since.
  • Legacy Financial Group (Iowa)'s iShares MSCI EAFE Value ETF position peaked at $14.7M in Q4 2025.
  • 1,249 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

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