Lavaca Capital’s iShares MSCI EAFE ETF EFA Stock Holding History

Lavaca Capital’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 Q1	$87.4K	Hold	900	–	–	0.02%	133
2025 Q4	$86.4K	Hold	900	–	–	0.01%	134
2025 Q3	$84K	Hold	900	–	–	0.01%	134
2025 Q2	$80.5K	Hold	900	–	–	0.03%	138
2025 Q1	$73.6K	Hold	900	–	–	0.03%	138
2024 Q4	$68K	Buy	+900	New	+$71.3K	0.03%	158
2022 Q4	–	Sell	-4,000	Closed	-$224K	–	173
2022 Q3	$224K	Hold	4,000	–	–	0.08%	127
2022 Q2	$250K	Sell	4,000 -61,900	-94%	-$4.21M	0.04%	145
2022 Q1	$4.85M	Sell	65,900 -437,200	-87%	-$32.7M	0.52%	21
2021 Q4	$39.6M	Sell	503,100 -575,900	-53%	-$45.6M	5.08%	3
2021 Q3	$84.2M	Sell	1,079,000 -67,700	-6%	-$5.42M	8.5%	3
2021 Q2	$90.5M	Sell	1,146,700 -453,900	-28%	-$36.1M	9.01%	3
2021 Q1	$121M	Buy	1,600,600 +177,000	+12%	+$13.3M	10.34%	3
2020 Q4	$104M	Buy	1,423,600 +1,105,500	+348%	+$75.6M	13.61%	3
2020 Q3	$20.2M	Buy	318,100 +272,000	+590%	+$17.4M	3.18%	4
2020 Q2	$2.81M	Buy	+46,100	New	+$2.67M	0.89%	17

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lavaca Capital's EFA Position: Q1 2026 in Review

Lavaca Capital held its iShares MSCI EAFE ETF (EFA) position steady in Q1 2026 at 25,300 shares worth $2.46M. The position accounts for 0.44% of the portfolio, ranked #26.

Lavaca Capital first reported a position in EFA in Q1 2019 and has held it in 18 quarters since. The position peaked at $7.67M in Q2 2023. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Lavaca Capital held 25,300 shares of iShares MSCI EAFE ETF worth $2.46M as of Q1 2026.
Lavaca Capital left its iShares MSCI EAFE ETF share count unchanged in Q1 2026.
iShares MSCI EAFE ETF made up 0.44% of Lavaca Capital's portfolio in Q1 2026, its #26 holding.
Lavaca Capital first reported a position in iShares MSCI EAFE ETF in Q1 2019 and has held it in 18 quarters since.
Lavaca Capital's iShares MSCI EAFE ETF position peaked at $7.67M in Q2 2023.
2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Lavaca Capital's 13F filing for Q1 2026, filed 13 May 2026.