LWMI
EFTY

Legacy Wealth Management (Idaho)’s Etoiles Capital Group EFTY Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio EFTY Stock Details EFTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$0 Hold
300
– – ﹤0.01% 1082
2025
Q4 		$0 Buy
+300
New +$4.63K ﹤0.01% 979

Other funds holding EFTY

QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SOW
State of Wyoming Cheyenne, Wyoming $844M AUM 37.96% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s EFTY Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) held its Etoiles Capital Group (EFTY) position steady in Q1 2026 at 300 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1082.

Legacy Wealth Management (Idaho) first reported a position in EFTY in Q4 2025 and has held it in 2 quarters since. 6 funds tracked by Wall St. Rank hold EFTY as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 300 shares of Etoiles Capital Group worth $0 as of Q1 2026.
  • Legacy Wealth Management (Idaho) left its Etoiles Capital Group share count unchanged in Q1 2026.
  • Etoiles Capital Group made up ﹤0.01% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #1082 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Etoiles Capital Group in Q4 2025 and has held it in 2 quarters since.
  • 6 funds tracked by Wall St. Rank held Etoiles Capital Group as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.