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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Legacy Wealth Asset Management held its iShares MSCI EAFE Value ETF (EFV) position steady in Q2 2026 at 4,593 shares worth $352K. The position accounts for 0.08% of the portfolio, ranked #301.

Legacy Wealth Asset Management first reported a position in EFV in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.33M in Q4 2024. 1,251 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Legacy Wealth Asset Management held 4,593 shares of iShares MSCI EAFE Value ETF worth $352K as of Q2 2026.
Legacy Wealth Asset Management left its iShares MSCI EAFE Value ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Value ETF made up 0.08% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #301 holding.
Legacy Wealth Asset Management first reported a position in iShares MSCI EAFE Value ETF in Q4 2021 and has held it in 17 quarters since.
Legacy Wealth Asset Management's iShares MSCI EAFE Value ETF position peaked at $1.33M in Q4 2024.
1,251 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

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