My Legacy Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

My Legacy Advisors’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
2025 Q2	$223K	Sell	2,656 -262	-9%	-$20.8K	0.08%	200
2025 Q1	$221K	Sell	2,918 -541	-16%	-$40.5K	0.09%	200
2024 Q4	$244K	Buy	+3,459	New	+$255K	0.09%	187
2024 Q3	–	Sell	-5,943	Closed	-$432K	–	205
2024 Q2	$432K	Sell	5,943 -351	-6%	-$25.8K	0.14%	161
2024 Q1	$467K	Sell	6,294 -435	-6%	-$31K	0.16%	154
2023 Q4	$469K	Sell	6,729 -436	-6%	-$28.7K	0.17%	152
2023 Q3	$448K	Sell	7,165 -444	-6%	-$29.7K	0.18%	148
2023 Q2	$528K	Sell	7,609 -1,720	-18%	-$117K	0.21%	144
2023 Q1	$626K	Sell	9,329 -1,106	-11%	-$72.5K	0.27%	132
2022 Q4	$699K	Sell	10,435 -3,675	-26%	-$216K	0.3%	125
2022 Q3	$743K	Sell	14,110 -5,556	-28%	-$327K	0.37%	93
2022 Q2	$1.14M	Sell	19,666 -5,791	-23%	-$372K	0.57%	45
2022 Q1	$1.77M	Buy	+25,457	New	+$1.8M	0.82%	24

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

My Legacy Advisors's IEFA Position: Q2 2025 in Review

My Legacy Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 9% in Q2 2025, selling an estimated $20.8K and leaving 2,656 shares worth $223K. The position accounts for 0.08% of the portfolio, ranked #200.

My Legacy Advisors first reported a position in IEFA in Q1 2022 and has held it in 13 quarters since. The position peaked at $1.77M in Q1 2022. 2,104 funds tracked by Wall St. Rank hold IEFA as of Q2 2025.

My Legacy Advisors held 2,656 shares of iShares Core MSCI EAFE ETF worth $223K as of Q2 2025.
My Legacy Advisors sold 262 iShares Core MSCI EAFE ETF shares in Q2 2025, an estimated $20.8K.
iShares Core MSCI EAFE ETF made up 0.08% of My Legacy Advisors's portfolio in Q2 2025, its #200 holding.
My Legacy Advisors first reported a position in iShares Core MSCI EAFE ETF in Q1 2022 and has held it in 13 quarters since.
My Legacy Advisors's iShares Core MSCI EAFE ETF position peaked at $1.77M in Q1 2022.
2,104 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.