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

Legacy 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 Q1	$893K	Buy	9,867 +2,681	+37%	+$250K	0.17%	92
2025 Q4	$643K	Sell	7,186 -340	-5%	-$30.1K	0.12%	110
2025 Q3	$657K	Buy	7,526 +5,111	+212%	+$434K	0.13%	110
2025 Q2	$202K	Sell	2,415 -38,170	-94%	-$3.03M	0.05%	141
2025 Q1	$3.07M	Buy	40,585 +1,005	+3%	+$75.2K	0.74%	41
2024 Q4	$2.78M	Hold	39,580	–	–	0.65%	47
2024 Q3	$3.09M	Hold	39,580	–	–	0.71%	49
2024 Q2	$2.88M	Buy	39,580 +120	+0.3%	+$8.83K	0.72%	47
2024 Q1	$2.93M	Buy	39,460 +325	+0.8%	+$23.1K	0.73%	48
2023 Q4	$2.75M	Buy	39,135 +2,550	+7%	+$168K	0.72%	48
2023 Q3	$2.35M	Buy	36,585 +7,000	+24%	+$469K	0.68%	52
2023 Q2	$2M	Buy	29,585 +1,910	+7%	+$130K	0.55%	58
2023 Q1	$1.85M	Hold	27,675	–	–	0.55%	61
2022 Q4	$1.71M	Buy	+27,675	New	+$1.63M	0.53%	59

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Legacy Trust's IEFA Position: Q1 2026 in Review

Legacy Trust increased its iShares Core MSCI EAFE ETF (IEFA) stake by 37% in Q1 2026, buying an estimated $250K and bringing the position to 9,867 shares worth $893K. The position accounts for 0.17% of the portfolio, ranked #92.

Legacy Trust first reported a position in IEFA in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.09M in Q3 2024. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Legacy Trust held 9,867 shares of iShares Core MSCI EAFE ETF worth $893K as of Q1 2026.
Legacy Trust bought 2,681 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $250K.
iShares Core MSCI EAFE ETF made up 0.17% of Legacy Trust's portfolio in Q1 2026, its #92 holding.
Legacy Trust first reported a position in iShares Core MSCI EAFE ETF in Q4 2022 and has held it in 14 quarters since.
Legacy Trust's iShares Core MSCI EAFE ETF position peaked at $3.09M in Q3 2024.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

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