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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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Legacy Wealth Asset Management's EFG Position: Q2 2026 in Review

Legacy Wealth Asset Management held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q2 2026 at 2,587 shares worth $322K. The position accounts for 0.07% of the portfolio, ranked #313.

Legacy Wealth Asset Management first reported a position in EFG in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.07M in Q4 2021. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Legacy Wealth Asset Management held 2,587 shares of iShares MSCI EAFE Growth ETF worth $322K as of Q2 2026.
  • Legacy Wealth Asset Management left its iShares MSCI EAFE Growth ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE Growth ETF made up 0.07% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #313 holding.
  • Legacy Wealth Asset Management first reported a position in iShares MSCI EAFE Growth ETF in Q4 2020 and has held it in 22 quarters since.
  • Legacy Wealth Asset Management's iShares MSCI EAFE Growth ETF position peaked at $1.07M in Q4 2021.
  • 1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.