LWAM
EFV icon

Legacy Wealth Asset Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Legacy Wealth Asset Management’s Portfolio EFV Stock Details EFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$352K Hold
4,593
– – 0.08% 301
2026
Q1 		$341K Sell
4,593
-7,032
-60% -$529K 0.08% 304
2025
Q4 		$830K Buy
11,625
+7,032
+153% +$489K 0.2% 147
2025
Q3 		$312K Hold
4,593
– – 0.08% 312
2025
Q2 		$292K Hold
4,593
– – 0.07% 319
2025
Q1 		$271K Sell
4,593
-20,762
-82% -$1.17M 0.07% 310
2024
Q4 		$1.33M Buy
25,355
+20,762
+452% +$1.14M 0.36% 68
2024
Q3 		$264K Hold
4,593
– – 0.07% 318
2024
Q2 		$244K Hold
4,593
– – 0.07% 318
2024
Q1 		$250K Buy
4,593
+84
+2% +$4.38K 0.07% 317
2023
Q4 		$235K Sell
4,509
-84
-2% -$4.16K 0.08% 319
2023
Q3 		$225K Hold
4,593
– – 0.08% 306
2023
Q2 		$225K Hold
4,593
– – 0.08% 325
2023
Q1 		$223K Hold
4,593
– – 0.08% 323
2022
Q4 		$211K Buy
+4,593
New +$199K 0.08% 325
2022
Q2 		– Sell
-4,593
Closed -$231K – 328
2022
Q1 		$231K Hold
4,593
– – 0.08% 277
2021
Q4 		$231K Buy
+4,593
New +$234K 0.08% 286

Other funds holding EFV

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
BAM
Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return