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Legacy Trust’s iShares MSCI EAFE ETF EFA Stock Holding History

Legacy Trust’s Portfolio EFA Stock Details EFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.28M Buy
41,202
+1,430
+4% +$147K 0.76% 37
2026
Q1 		$3.86M Buy
39,772
+280
+0.7% +$28K 0.74% 38
2025
Q4 		$3.79M Buy
39,492
+6,735
+21% +$639K 0.71% 38
2025
Q3 		$3.06M Sell
32,757
-26
-0.1% -$2.36K 0.6% 42
2025
Q2 		$2.93M Sell
32,783
-3,486
-10% -$298K 0.72% 40
2025
Q1 		$2.96M Buy
36,269
+1,341
+4% +$108K 0.71% 45
2024
Q4 		$2.64M Buy
34,928
+5,259
+18% +$416K 0.61% 48
2024
Q3 		$2.48M Sell
29,669
-335
-1% -$27K 0.57% 55
2024
Q2 		$2.35M Buy
30,004
+950
+3% +$75.3K 0.58% 57
2024
Q1 		$2.32M Buy
29,054
+1,466
+5% +$112K 0.58% 55
2023
Q4 		$2.08M Buy
27,588
+1,448
+6% +$102K 0.54% 54
2023
Q3 		$1.8M Hold
26,140
– – 0.52% 58
2023
Q2 		$1.9M Buy
26,140
+76
+0.3% +$5.52K 0.52% 60
2023
Q1 		$1.86M Buy
26,064
+717
+3% +$50.2K 0.56% 59
2022
Q4 		$1.66M Buy
+25,347
New +$1.59M 0.51% 63

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

Legacy Trust's EFA Position: Q2 2026 in Review

Legacy Trust increased its iShares MSCI EAFE ETF (EFA) stake by 3.6% in Q2 2026, buying an estimated $147K and bringing the position to 41,202 shares worth $4.28M. The position accounts for 0.76% of the portfolio, ranked #37.

Legacy Trust first reported a position in EFA in Q4 2022 and has held it in 15 quarters since. 2,269 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Legacy Trust held 41,202 shares of iShares MSCI EAFE ETF worth $4.28M as of Q2 2026.
  • Legacy Trust bought 1,430 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $147K.
  • iShares MSCI EAFE ETF made up 0.76% of Legacy Trust's portfolio in Q2 2026, its #37 holding.
  • Legacy Trust first reported a position in iShares MSCI EAFE ETF in Q4 2022 and has held it in 15 quarters since.
  • 2,269 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Legacy Trust's 13F filing for Q2 2026, filed 31 Jul 2026.