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LBJ Family Wealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

LBJ Family Wealth Advisors’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 		$6.92M Sell
66,885
-341
-0.5% -$35.1K 3.53% 8
2026
Q1 		$6.32M Hold
67,226
– – 3.71% 8
2025
Q4 		$6.46M Sell
67,226
-10,188
-13% -$966K 3.55% 8
2025
Q3 		$7.23M Sell
77,414
-259
-0.3% -$23.5K 3.94% 8
2025
Q2 		$6.94M Buy
77,673
+579
+0.8% +$49.4K 4.04% 8
2025
Q1 		$6.3M Sell
77,094
-16,090
-17% -$1.3M 4.02% 8
2024
Q4 		$7.05M Buy
93,184
+459
+0.5% +$36.4K 4.2% 8
2024
Q3 		$7.75M Hold
92,725
– – 4.6% 7
2024
Q2 		$7.26M Sell
92,725
-1,769
-2% -$140K 4.56% 7
2024
Q1 		$7.55M Sell
94,494
-946
-1% -$72.4K 4.79% 7
2023
Q4 		$7.19M Sell
95,440
-856
-0.9% -$60.5K 4.97% 7
2023
Q3 		$6.64M Sell
96,296
-3,038
-3% -$218K 4.98% 7
2023
Q2 		$7.2M Sell
99,334
-14,197
-13% -$1.03M 5% 7
2023
Q1 		$8.12M Sell
113,531
-990
-0.9% -$69.2K 5.7% 7
2022
Q4 		$7.52M Buy
114,521
+81,812
+250% +$5.13M 5.61% 7
2022
Q3 		$1.14M Sell
32,709
-81,402
-71% -$5.07M 0.92% 12
2022
Q2 		$7.13M Buy
114,111
+2,351
+2% +$160K 5.34% 7
2022
Q1 		$8.06M Sell
111,760
-7,839
-7% -$586K 5.16% 7
2021
Q4 		$9.41M Buy
119,599
+1,848
+2% +$146K 5.47% 7
2021
Q3 		$9.19M Hold
117,751
– – 5.48% 7
2021
Q2 		$9.29M Buy
117,751
+192
+0.2% +$15.3K 5.52% 7
2021
Q1 		$8.92M Sell
117,559
-1
-0% -$75 5.62% 7
2020
Q4 		$8.58M Buy
117,560
+994
+0.9% +$68K 5.58% 7
2020
Q3 		$7.42M Hold
116,566
– – 5.62% 6
2020
Q2 		$7.09M Buy
116,566
+1,417
+1% +$81.9K 5.7% 6
2020
Q1 		$6.16M Sell
115,149
-580
-0.5% -$36.8K 5.96% 6
2019
Q4 		$8.03M Buy
115,729
+1,238
+1% +$83.6K 5.55% 8
2019
Q3 		$7.47M Sell
114,491
-657
-0.6% -$42.3K 5.62% 7
2019
Q2 		$7.54M Buy
115,148
+2,306
+2% +$151K 5.57% 7
2019
Q1 		$7.32M Hold
112,842
– – 4.12% 8
2018
Q4 		$6.63M Buy
112,842
+1,168
+1% +$72.9K 5.82% 7
2018
Q3 		$7.59M Hold
111,674
– – 5.82% 7
2018
Q2 		$7.48M Buy
111,674
+2,123
+2% +$149K 6.02% 6
2018
Q1 		$7.63M Hold
109,551
– – 6.32% 6
2017
Q4 		$7.7M Buy
109,551
+1,149
+1% +$79.9K 6.34% 6
2017
Q3 		$7.42M Hold
108,402
– – 6.32% 6
2017
Q2 		$7.07M Buy
108,402
+1,108
+1% +$71.7K 6.38% 6
2017
Q1 		$6.68M Hold
107,294
– – 6.34% 6
2016
Q4 		$6.19M Buy
107,294
+914
+0.9% +$52.7K 6.18% 6
2016
Q3 		$6.29M Sell
106,380
-3,064
-3% -$178K 6.51% 5
2016
Q2 		$6.11M Buy
109,444
+2,402
+2% +$138K 6.88% 5
2016
Q1 		$6.12M Hold
107,042
– – 7.07% 5
2015
Q4 		$6.18M Buy
107,042
+907
+0.9% +$54.6K 8.1% 5
2015
Q3 		$6.08M Buy
106,135
+1,599
+2% +$98.7K 8.3% 5
2015
Q2 		$6.64M Hold
104,536
– – 9% 5
2015
Q1 		$6.88M Sell
104,536
-454
-0.4% -$28.6K 9.02% 4
2014
Q4 		$6.39M Buy
+104,990
New +$6.55M 8.77% 4
2013
Q4 		$7.15M Buy
+108,210
New +$7.07M 10.65% 3

Other funds holding EFA

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return
BCM
Becker Capital Management Portland, Oregon $3.72B AUM 31.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

LBJ Family Wealth Advisors's EFA Position: Q2 2026 in Review

LBJ Family Wealth Advisors reduced its iShares MSCI EAFE ETF (EFA) stake by 0.51% in Q2 2026, selling an estimated $35.1K and leaving 66,885 shares worth $6.92M. The position accounts for 3.53% of the portfolio, ranked #8.

LBJ Family Wealth Advisors first reported a position in EFA in Q4 2013 and has held it in 48 quarters since. The position peaked at $9.41M in Q4 2021. 1,146 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • LBJ Family Wealth Advisors held 66,885 shares of iShares MSCI EAFE ETF worth $6.92M as of Q2 2026.
  • LBJ Family Wealth Advisors sold 341 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $35.1K.
  • iShares MSCI EAFE ETF made up 3.53% of LBJ Family Wealth Advisors's portfolio in Q2 2026, its #8 holding.
  • LBJ Family Wealth Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2013 and has held it in 48 quarters since.
  • LBJ Family Wealth Advisors's iShares MSCI EAFE ETF position peaked at $9.41M in Q4 2021.
  • 1,146 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on LBJ Family Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.