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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Legacy Trust's EFA Position: Q1 2026 in Review

Legacy Trust increased its iShares MSCI EAFE ETF (EFA) stake by 0.71% in Q1 2026, buying an estimated $28K and bringing the position to 39,772 shares worth $3.86M. The position accounts for 0.74% of the portfolio, ranked #38.

Legacy Trust first reported a position in EFA in Q4 2022 and has held it in 14 quarters since. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Legacy Trust held 39,772 shares of iShares MSCI EAFE ETF worth $3.86M as of Q1 2026.
  • Legacy Trust bought 280 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $28K.
  • iShares MSCI EAFE ETF made up 0.74% of Legacy Trust's portfolio in Q1 2026, its #38 holding.
  • Legacy Trust first reported a position in iShares MSCI EAFE ETF in Q4 2022 and has held it in 14 quarters since.
  • 2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Legacy Trust's 13F filing for Q1 2026, filed 14 Apr 2026.