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Legacy Wealth Partners (Colorado)’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Legacy Wealth Partners (Colorado)’s Portfolio EFV Stock Details EFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$546K Sell
7,131
-5,803
-45% -$449K 0.12% 105
2026
Q1 		$962K Sell
12,934
-1,665
-11% -$125K 0.24% 64
2025
Q4 		$1.04M Buy
+14,599
New +$1.01M 0.27% 63

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Legacy Wealth Partners (Colorado)'s EFV Position: Q2 2026 in Review

Legacy Wealth Partners (Colorado) reduced its iShares MSCI EAFE Value ETF (EFV) stake by 45% in Q2 2026, selling an estimated $449K and leaving 7,131 shares worth $546K. The position accounts for 0.12% of the portfolio, ranked #105.

Legacy Wealth Partners (Colorado) first reported a position in EFV in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.04M in Q4 2025. 1,245 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Legacy Wealth Partners (Colorado) held 7,131 shares of iShares MSCI EAFE Value ETF worth $546K as of Q2 2026.
  • Legacy Wealth Partners (Colorado) sold 5,803 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $449K.
  • iShares MSCI EAFE Value ETF made up 0.12% of Legacy Wealth Partners (Colorado)'s portfolio in Q2 2026, its #105 holding.
  • Legacy Wealth Partners (Colorado) first reported a position in iShares MSCI EAFE Value ETF in Q4 2025 and has held it in 3 quarters since.
  • Legacy Wealth Partners (Colorado)'s iShares MSCI EAFE Value ETF position peaked at $1.04M in Q4 2025.
  • 1,245 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Legacy Wealth Partners (Colorado)'s 13F filing for Q2 2026, filed 22 Jul 2026.