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
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

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