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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Legacy Trust's IEFA Position: Q2 2026 in Review

Legacy Trust reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 1.3% in Q2 2026, selling an estimated $12.2K and leaving 9,740 shares worth $941K. The position accounts for 0.17% of the portfolio, ranked #93.

Legacy Trust first reported a position in IEFA in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.09M in Q3 2024. 2,461 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Legacy Trust held 9,740 shares of iShares Core MSCI EAFE ETF worth $941K as of Q2 2026.
Legacy Trust sold 127 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $12.2K.
iShares Core MSCI EAFE ETF made up 0.17% of Legacy Trust's portfolio in Q2 2026, its #93 holding.
Legacy Trust first reported a position in iShares Core MSCI EAFE ETF in Q4 2022 and has held it in 15 quarters since.
Legacy Trust's iShares Core MSCI EAFE ETF position peaked at $3.09M in Q3 2024.
2,461 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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