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Legacy Investment Solutions’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Legacy Investment Solutions’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
2025
Q2 		$88.2K Buy
+1,057
New +$83.9K 0.05% 117
2024
Q4 		$9.91K Hold
134
– – 0.01% 290
2024
Q3 		$9.65K Buy
+134
New +$10K 0.01% 319

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Legacy Investment Solutions's IEFA Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in iShares Core MSCI EAFE ETF (IEFA) in Q2 2025: 1,057 shares worth $88.2K. The stake represents 0.05% of the portfolio and ranks #117 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in IEFA as recently as Q4 2024.

Legacy Investment Solutions first reported a position in IEFA in Q3 2024 and has held it in 3 quarters since. 2,104 funds tracked by Wall St. Rank hold IEFA as of Q2 2025.

  • Legacy Investment Solutions held 1,057 shares of iShares Core MSCI EAFE ETF worth $88.2K as of Q2 2025.
  • iShares Core MSCI EAFE ETF was a new Legacy Investment Solutions position in Q2 2025.
  • iShares Core MSCI EAFE ETF made up 0.05% of Legacy Investment Solutions's portfolio in Q2 2025, its #117 holding.
  • Legacy Investment Solutions first reported a position in iShares Core MSCI EAFE ETF in Q3 2024 and has held it in 3 quarters since.
  • 2,104 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.