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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Legacy Wealth Management (Idaho) held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q1 2026 at 1,093 shares worth $99K. The position accounts for 0.05% of the portfolio, ranked #183.

Legacy Wealth Management (Idaho) first reported a position in IEFA in Q3 2024 and has held it in 7 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 1,093 shares of iShares Core MSCI EAFE ETF worth $99K as of Q1 2026.
  • Legacy Wealth Management (Idaho) left its iShares Core MSCI EAFE ETF share count unchanged in Q1 2026.
  • iShares Core MSCI EAFE ETF made up 0.05% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #183 holding.
  • Legacy Wealth Management (Idaho) first reported a position in iShares Core MSCI EAFE ETF in Q3 2024 and has held it in 7 quarters since.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

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