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Legacy Wealth Asset Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Legacy Wealth Asset Management’s Portfolio EFG Stock Details EFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$310K Hold
2,587
– – 0.07% 312
2026
Q2 		$322K Hold
2,587
– – 0.07% 313
2026
Q1 		$288K Sell
2,587
-65
-2% -$7.64K 0.07% 318
2025
Q4 		$302K Buy
2,652
+65
+3% +$7.45K 0.07% 316
2025
Q3 		$295K Hold
2,587
– – 0.07% 318
2025
Q2 		$290K Hold
2,587
– – 0.07% 320
2025
Q1 		$259K Sell
2,587
-6,346
-71% -$647K 0.07% 314
2024
Q4 		$865K Buy
8,933
+6,346
+245% +$645K 0.24% 111
2024
Q3 		$278K Hold
2,587
– – 0.07% 314
2024
Q2 		$265K Hold
2,587
– – 0.07% 309
2024
Q1 		$269K Sell
2,587
-88
-3% -$8.76K 0.07% 314
2023
Q4 		$259K Buy
2,675
+88
+3% +$7.89K 0.09% 309
2023
Q3 		$223K Hold
2,587
– – 0.08% 307
2023
Q2 		$247K Hold
2,587
– – 0.09% 313
2023
Q1 		$242K Hold
2,587
– – 0.09% 309
2022
Q4 		$217K Buy
+2,587
New +$209K 0.08% 318
2022
Q3 		– Sell
-4,061
Closed -$327K – 330
2022
Q2 		$327K Buy
4,061
+1,474
+57% +$128K 0.13% 219
2022
Q1 		$249K Sell
2,587
-7,132
-73% -$701K 0.09% 270
2021
Q4 		$1.07M Buy
9,719
+7,132
+276% +$781K 0.36% 83
2021
Q3 		$275K Hold
2,587
– – 0.13% 251
2021
Q2 		$278K Hold
2,587
– – 0.12% 255
2021
Q1 		$260K Hold
2,587
– – 0.12% 257
2020
Q4 		$261K Buy
+2,587
New +$245K 0.13% 251

Other funds holding EFG

WFPG
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AIA
Aventus Investment Advisors Naples, Florida $137M AUM 14.14% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
DWMS
Dominguez Wealth Management Solutions Williamsburg, Virginia $181M AUM 16.39% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return

Legacy Wealth Asset Management's EFG Position: Q3 2026 in Review

Legacy Wealth Asset Management held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q3 2026 at 2,587 shares worth $310K. The position accounts for 0.07% of the portfolio, ranked #312.

Legacy Wealth Asset Management first reported a position in EFG in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.07M in Q4 2021. 59 funds tracked by Wall St. Rank hold EFG as of Q3 2026.

  • Legacy Wealth Asset Management held 2,587 shares of iShares MSCI EAFE Growth ETF worth $310K as of Q3 2026.
  • Legacy Wealth Asset Management left its iShares MSCI EAFE Growth ETF share count unchanged in Q3 2026.
  • iShares MSCI EAFE Growth ETF made up 0.07% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #312 holding.
  • Legacy Wealth Asset Management first reported a position in iShares MSCI EAFE Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • Legacy Wealth Asset Management's iShares MSCI EAFE Growth ETF position peaked at $1.07M in Q4 2021.
  • 59 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.