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New Legacy Group’s iShares MSCI EAFE ETF EFA Stock Holding History

New Legacy Group’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
2023
Q3 		$482K Hold
7,000
– – 1.32% 15
2023
Q2 		$508K Hold
7,000
– – 1.28% 15
2023
Q1 		$501K Hold
7,000
– – 1.42% 15
2022
Q4 		$459K Hold
7,000
– – 1.43% 16
2022
Q3 		$392K Hold
7,000
– – 1.01% 19
2022
Q2 		$437K Hold
7,000
– – 0.89% 17
2022
Q1 		$515K Hold
7,000
– – 0.19% 17
2021
Q4 		$551K Buy
+7,000
New +$554K 0.11% 20

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

New Legacy Group's EFA Position: Q3 2023 in Review

New Legacy Group held its iShares MSCI EAFE ETF (EFA) position steady in Q3 2023 at 7,000 shares worth $482K. The position accounts for 1.32% of the portfolio, ranked #15.

New Legacy Group first reported a position in EFA in Q4 2021 and has held it in 8 quarters since. The position peaked at $551K in Q4 2021. 1,745 funds tracked by Wall St. Rank hold EFA as of Q3 2023.

  • New Legacy Group held 7,000 shares of iShares MSCI EAFE ETF worth $482K as of Q3 2023.
  • New Legacy Group left its iShares MSCI EAFE ETF share count unchanged in Q3 2023.
  • iShares MSCI EAFE ETF made up 1.32% of New Legacy Group's portfolio in Q3 2023, its #15 holding.
  • New Legacy Group first reported a position in iShares MSCI EAFE ETF in Q4 2021 and has held it in 8 quarters since.
  • New Legacy Group's iShares MSCI EAFE ETF position peaked at $551K in Q4 2021.
  • 1,745 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2023.

Based on New Legacy Group's 13F filing for Q3 2023, filed 14 Nov 2023.