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
Q2 		– Sell
-300
Closed – – 1048
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 $11.7B AUM 87.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SOW
State of Wyoming Cheyenne, Wyoming $989M AUM 52.24% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s EFTY Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Etoiles Capital Group (EFTY) in Q2 2026, closing a stake of 300 shares.

Legacy Wealth Management (Idaho) first reported a position in EFTY in Q4 2025 and held it in 2 quarters. The position peaked at $0 in Q1 2026. 5 funds tracked by Wall St. Rank hold EFTY as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Etoiles Capital Group position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 300 Etoiles Capital Group shares in Q2 2026.
  • Legacy Wealth Management (Idaho) first reported a position in Etoiles Capital Group in Q4 2025 and held it in 2 quarters.
  • Legacy Wealth Management (Idaho)'s Etoiles Capital Group position peaked at $0 in Q1 2026.
  • 5 funds tracked by Wall St. Rank held Etoiles Capital Group as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.