Legacy Wealth Management (Idaho)’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio IEFA Stock Details IEFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.46M	Buy	15,160 +14,067	+1,287%	+$1.35M	0.6%	42
2026 Q1	$99K	Hold	1,093	–	–	0.05%	183
2025 Q4	$97.8K	Buy	1,093 +36	+3%	+$3.18K	0.05%	149
2025 Q3	$92.3K	Hold	1,057	–	–	0.04%	130
2025 Q2	$88.2K	Hold	1,057	–	–	0.05%	117
2025 Q1	$80K	Buy	1,057 +923	+689%	+$69K	0.06%	110
2024 Q4	$9.91K	Hold	134	–	–	0.01%	290
2024 Q3	$9.65K	Buy	+134	New	+$10K	0.01%	319

Other funds holding IEFA

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Legacy Wealth Management (Idaho) increased its iShares Core MSCI EAFE ETF (IEFA) stake by 1,287% in Q2 2026, buying an estimated $1.35M and bringing the position to 15,160 shares worth $1.46M. The position accounts for 0.6% of the portfolio, ranked #42.

Legacy Wealth Management (Idaho) first reported a position in IEFA in Q3 2024 and has held it in 8 quarters since. 2,463 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Legacy Wealth Management (Idaho) held 15,160 shares of iShares Core MSCI EAFE ETF worth $1.46M as of Q2 2026.
Legacy Wealth Management (Idaho) bought 14,067 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $1.35M.
iShares Core MSCI EAFE ETF made up 0.6% of Legacy Wealth Management (Idaho)'s portfolio in Q2 2026, its #42 holding.
Legacy Wealth Management (Idaho) first reported a position in iShares Core MSCI EAFE ETF in Q3 2024 and has held it in 8 quarters since.
2,463 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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