LT
IEFA icon

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
Q3 		$942K Buy
9,783
+43
+0.4% +$4.24K 0.16% 99
2026
Q2 		$941K Sell
9,740
-127
-1% -$12.2K 0.17% 93
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Legacy Trust's IEFA Position: Q3 2026 in Review

Legacy Trust increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.44% in Q3 2026, buying an estimated $4.24K and bringing the position to 9,783 shares worth $942K. The position accounts for 0.16% of the portfolio, ranked #99.

Legacy Trust first reported a position in IEFA in Q4 2022 and has held it in 16 quarters since. The position peaked at $3.09M in Q3 2024. 1,719 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

  • Legacy Trust held 9,783 shares of iShares Core MSCI EAFE ETF worth $942K as of Q3 2026.
  • Legacy Trust bought 43 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $4.24K.
  • iShares Core MSCI EAFE ETF made up 0.16% of Legacy Trust's portfolio in Q3 2026, its #99 holding.
  • Legacy Trust first reported a position in iShares Core MSCI EAFE ETF in Q4 2022 and has held it in 16 quarters since.
  • Legacy Trust's iShares Core MSCI EAFE ETF position peaked at $3.09M in Q3 2024.
  • 1,719 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

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