Legacy Financial Group (Iowa)’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$378K	Sell	3,916 -1,282	-25%	-$123K	0.04%	97
2026 Q1	$471K	Sell	5,198 -134	-3%	-$12.5K	0.06%	83
2025 Q4	$506K	Buy	5,332 +312	+6%	+$27.6K	0.06%	84
2025 Q3	$438K	Buy	5,020 +280	+6%	+$23.8K	0.06%	88
2025 Q2	$396K	Buy	4,740 +333	+8%	+$26.4K	0.06%	88
2025 Q1	$333K	Sell	4,407 -1	-0%	-$75	0.05%	88
2024 Q4	$310K	Buy	+4,408	New	+$325K	0.05%	90
2024 Q3	–	Sell	-3,872	Closed	-$281K	–	72
2024 Q2	$281K	Buy	+3,872	New	+$285K	0.06%	88

Other funds holding IEFA

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Legacy Financial Group (Iowa) reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 25% in Q2 2026, selling an estimated $123K and leaving 3,916 shares worth $378K. The position accounts for 0.04% of the portfolio, ranked #97.

Legacy Financial Group (Iowa) first reported a position in IEFA in Q2 2024 and has held it in 8 quarters since. The position peaked at $506K in Q4 2025. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Legacy Financial Group (Iowa) held 3,916 shares of iShares Core MSCI EAFE ETF worth $378K as of Q2 2026.
Legacy Financial Group (Iowa) sold 1,282 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $123K.
iShares Core MSCI EAFE ETF made up 0.04% of Legacy Financial Group (Iowa)'s portfolio in Q2 2026, its #97 holding.
Legacy Financial Group (Iowa) first reported a position in iShares Core MSCI EAFE ETF in Q2 2024 and has held it in 8 quarters since.
Legacy Financial Group (Iowa)'s iShares Core MSCI EAFE ETF position peaked at $506K in Q4 2025.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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