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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
Q3 		$701K Sell
7,236
-50
-0.7% -$4.94K 0.04% 188
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

SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Legacy Private Trust's IEFA Position: Q3 2026 in Review

Legacy Private Trust reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.69% in Q3 2026, selling an estimated $4.94K and leaving 7,236 shares worth $701K. The position accounts for 0.04% of the portfolio, ranked #188.

Legacy Private Trust first reported a position in IEFA in Q2 2020 and has held it in 26 quarters since. The position peaked at $922K in Q1 2025. 155 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

  • Legacy Private Trust held 7,236 shares of iShares Core MSCI EAFE ETF worth $701K as of Q3 2026.
  • Legacy Private Trust sold 50 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $4.94K.
  • iShares Core MSCI EAFE ETF made up 0.04% of Legacy Private Trust's portfolio in Q3 2026, its #188 holding.
  • Legacy Private Trust first reported a position in iShares Core MSCI EAFE ETF in Q2 2020 and has held it in 26 quarters since.
  • Legacy Private Trust's iShares Core MSCI EAFE ETF position peaked at $922K in Q1 2025.
  • 155 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on Legacy Private Trust's 13F filing for Q3 2026, filed 6 Oct 2026.