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Legacy Private Trust’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Legacy Private Trust’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 		$704K Buy
7,286
+50
+0.7% +$4.8K 0.04% 190
2026
Q1 		$655K Buy
7,236
+15
+0.2% +$1.4K 0.04% 185
2025
Q4 		$646K Sell
7,221
-300
-4% -$26.5K 0.04% 186
2025
Q3 		$657K Sell
7,521
-953
-11% -$81K 0.04% 176
2025
Q2 		$707K Sell
8,474
-3,709
-30% -$294K 0.05% 170
2025
Q1 		$922K Sell
12,183
-380
-3% -$28.4K 0.06% 157
2024
Q4 		$883K Buy
12,563
+2,725
+28% +$201K 0.06% 156
2024
Q3 		$768K Buy
9,838
+2,298
+30% +$172K 0.05% 162
2024
Q2 		$548K Hold
7,540
– – 0.04% 171
2024
Q1 		$560K Buy
7,540
+984
+15% +$70K 0.04% 175
2023
Q4 		$461K Sell
6,556
-369
-5% -$24.3K 0.04% 178
2023
Q3 		$446K Sell
6,925
-352
-5% -$23.6K 0.04% 185
2023
Q2 		$491K Buy
7,277
+352
+5% +$23.9K 0.04% 176
2023
Q1 		$463K Buy
6,925
+500
+8% +$32.8K 0.04% 175
2022
Q4 		$396K Buy
6,425
+142
+2% +$8.36K 0.04% 185
2022
Q3 		$331K Buy
6,283
+335
+6% +$19.7K 0.03% 188
2022
Q2 		$350K Sell
5,948
-1,591
-21% -$102K 0.03% 186
2022
Q1 		$524K Buy
7,539
+805
+12% +$56.9K 0.04% 186
2021
Q4 		$503K Buy
6,734
+1,591
+31% +$120K 0.04% 192
2021
Q3 		$382K Sell
5,143
-1,500
-23% -$114K 0.03% 195
2021
Q2 		$497K Buy
6,643
+235
+4% +$17.7K 0.04% 179
2021
Q1 		$462K Hold
6,408
– – 0.04% 182
2020
Q4 		$443K Buy
6,408
+600
+10% +$38.8K 0.04% 181
2020
Q3 		$350K Buy
5,808
+1,943
+50% +$117K 0.04% 181
2020
Q2 		$221K Buy
+3,865
New +$209K 0.02% 198

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Legacy Private Trust's IEFA Position: Q2 2026 in Review

Legacy Private Trust increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.69% in Q2 2026, buying an estimated $4.8K and bringing the position to 7,286 shares worth $704K. The position accounts for 0.04% of the portfolio, ranked #190.

Legacy Private Trust first reported a position in IEFA in Q2 2020 and has held it in 25 quarters since. The position peaked at $922K in Q1 2025. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Legacy Private Trust held 7,286 shares of iShares Core MSCI EAFE ETF worth $704K as of Q2 2026.
  • Legacy Private Trust bought 50 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $4.8K.
  • iShares Core MSCI EAFE ETF made up 0.04% of Legacy Private Trust's portfolio in Q2 2026, its #190 holding.
  • Legacy Private Trust first reported a position in iShares Core MSCI EAFE ETF in Q2 2020 and has held it in 25 quarters since.
  • Legacy Private Trust's iShares Core MSCI EAFE ETF position peaked at $922K in Q1 2025.
  • 2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Legacy Private Trust's 13F filing for Q2 2026, filed 21 Jul 2026.