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Legacy Wealth Management (Mississippi)’s iShares MSCI EAFE ETF EFA Stock Holding History

Legacy Wealth Management (Mississippi)’s Portfolio EFA Stock Details EFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-2,490
Closed -$242K – 116
2026
Q1 		$242K Buy
+2,490
New +$249K 0.07% 95

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

Legacy Wealth Management (Mississippi)'s EFA Position: Q2 2026 in Review

Legacy Wealth Management (Mississippi) sold out of iShares MSCI EAFE ETF (EFA) in Q2 2026, closing a stake of 2,490 shares — an estimated $242K sold.

Legacy Wealth Management (Mississippi) first reported a position in EFA in Q1 2026 and held it in 1 quarter. The position peaked at $242K in Q1 2026. 2,261 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Legacy Wealth Management (Mississippi) reported no remaining iShares MSCI EAFE ETF position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Mississippi) sold 2,490 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $242K.
  • Legacy Wealth Management (Mississippi) first reported a position in iShares MSCI EAFE ETF in Q1 2026 and held it in 1 quarter.
  • Legacy Wealth Management (Mississippi)'s iShares MSCI EAFE ETF position peaked at $242K in Q1 2026.
  • 2,261 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q2 2026, filed 8 Jul 2026.