LBMC Investment Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $47.4M | Sell |
488,440
-1,666
| -0.3% | -$167K | 2.89% | 6 |
|
|
2025
Q4 | $47.1M | Buy |
490,106
+2,949
| +0.6% | +$280K | 2.9% | 6 |
|
|
2025
Q3 | $45.5M | Sell |
487,157
-8,771
| -2% | -$797K | 2.9% | 6 |
|
|
2025
Q2 | $44.3M | Sell |
495,928
-4,747
| -0.9% | -$405K | 3.16% | 6 |
|
|
2025
Q1 | $40.9M | Sell |
500,675
-3,467
| -0.7% | -$279K | 3.2% | 6 |
|
|
2024
Q4 | $38.1M | Sell |
504,142
-4,230
| -0.8% | -$335K | 3% | 6 |
|
|
2024
Q3 | $42.5M | Sell |
508,372
-9,316
| -2% | -$750K | 3.36% | 6 |
|
|
2024
Q2 | $40.6M | Buy |
517,688
+1,005
| +0.2% | +$79.6K | 3.52% | 5 |
|
|
2024
Q1 | $41.3M | Sell |
516,683
-14,348
| -3% | -$1.1M | 3.58% | 5 |
|
|
2023
Q4 | $40M | Sell |
531,031
-922
| -0.2% | -$65.2K | 3.8% | 5 |
|
|
2023
Q3 | $35.7M | Sell |
531,953
-9,666
| -2% | -$692K | 3.8% | 5 |
|
|
2023
Q2 | $39.3M | Sell |
541,619
-15,370
| -3% | -$1.12M | 3.86% | 5 |
|
|
2023
Q1 | $39.8M | Sell |
556,989
-194
| -0% | -$13.6K | 4.03% | 5 |
|
|
2022
Q4 | $36.6M | Sell |
557,183
-35,551
| -6% | -$2.23M | 3.86% | 5 |
|
|
2022
Q3 | $33.2M | Sell |
592,734
-65,013
| -10% | -$4.05M | 3.82% | 5 |
|
|
2022
Q2 | $41.1M | Sell |
657,747
-13,066
| -2% | -$889K | 4.46% | 5 |
|
|
2022
Q1 | $49.4M | Buy |
670,813
+13,454
| +2% | +$1.01M | 4.37% | 5 |
|
|
2021
Q4 | $51.7M | Buy |
657,359
+654,349
| +21,739% | +$51.8M | 4.47% | 4 |
|
|
2021
Q3 | $50.1K | Sell |
3,010
-644,604
| -100% | -$51.6M | 4.69% | 4 |
|
|
2021
Q2 | $51.1M | Buy |
647,614
+357
| +0.1% | +$28.4K | 4.86% | 4 |
|
|
2021
Q1 | $49.1M | Buy |
647,257
+2,004
| +0.3% | +$151K | 5.17% | 4 |
|
|
2020
Q4 | $47.1M | Buy |
645,253
+4,707
| +0.7% | +$322K | 5.55% | 4 |
|
|
2020
Q3 | $40.8M | Sell |
640,546
-14,721
| -2% | -$942K | 5.66% | 4 |
|
|
2020
Q2 | $39.9M | Sell |
655,267
-3,284
| -0.5% | -$190K | 6.28% | 4 |
|
|
2020
Q1 | $35.2M | Sell |
658,551
-13,265
| -2% | -$842K | 6.56% | 4 |
|
|
2019
Q4 | $46.7M | Sell |
671,816
-11,895
| -2% | -$803K | 6.58% | 4 |
|
|
2019
Q3 | $44.6M | Sell |
683,711
-6,323
| -0.9% | -$407K | 6.77% | 4 |
|
|
2019
Q2 | $45.4M | Buy |
690,034
+22,089
| +3% | +$1.45M | 6.86% | 4 |
|
|
2019
Q1 | $43.3M | Buy |
667,945
+6,376
| +1% | +$402K | 6.87% | 4 |
|
|
2018
Q4 | $38.9M | Sell |
661,569
-1,075
| -0.2% | -$67.1K | 7.16% | 4 |
|
|
2018
Q3 | $45.1M | Sell |
662,644
-12,921
| -2% | -$873K | 7.18% | 4 |
|
|
2018
Q2 | $45.2M | Buy |
675,565
+11,601
| +2% | +$813K | 7.47% | 4 |
|
|
2018
Q1 | $46.3M | Sell |
663,964
-16,482
| -2% | -$1.18M | 8.01% | 4 |
|
|
2017
Q4 | $47.8M | Buy |
680,446
+5,184
| +0.8% | +$360K | 7.8% | 4 |
|
|
2017
Q3 | $46.2M | Sell |
675,262
-18,720
| -3% | -$1.25M | 7.98% | 4 |
|
|
2017
Q2 | $45.2M | Buy |
693,982
+1,505
| +0.2% | +$97.4K | 7.95% | 4 |
|
|
2017
Q1 | $43.1M | Sell |
692,477
-8,757
| -1% | -$529K | 7.72% | 4 |
|
|
2016
Q4 | $40.5M | Buy |
701,234
+13,706
| +2% | +$790K | 7.58% | 4 |
|
|
2016
Q3 | $40.7M | Sell |
687,528
-2,915
| -0.4% | -$169K | 7.8% | 4 |
|
|
2016
Q2 | $38.5M | Sell |
690,443
-7,403
| -1% | -$426K | 7.73% | 4 |
|
|
2016
Q1 | $39.9M | Buy |
697,846
+15,865
| +2% | +$874K | 8.25% | 4 |
|
|
2015
Q4 | $40M | Buy |
681,981
+13,318
| +2% | +$802K | 8.64% | 4 |
|
|
2015
Q3 | $38.3M | Buy |
668,663
+19,873
| +3% | +$1.23M | 8.67% | 4 |
|
|
2015
Q2 | $41.2M | Buy |
648,790
+17,451
| +3% | +$1.16M | 8.74% | 4 |
|
|
2015
Q1 | $40.5M | Buy |
631,339
+23,758
| +4% | +$1.5M | 9.05% | 4 |
|
|
2014
Q4 | $37M | Sell |
607,581
-12,605
| -2% | -$787K | 8.58% | 4 |
|
|
2014
Q3 | $39.8M | Buy |
620,186
+91,712
| +17% | +$6.12M | 9.64% | 4 |
|
|
2014
Q2 | $36.1M | Sell |
528,474
-63,169
| -11% | -$4.33M | 9.76% | 4 |
|
|
2014
Q1 | $39.8M | Buy |
591,643
+35,543
| +6% | +$2.35M | 10.01% | 4 |
|
|
2013
Q4 | $37.3M | Buy |
556,100
+62,754
| +13% | +$4.1M | 9.77% | 4 |
|
|
2013
Q3 | $31.5M | Buy |
493,346
+38,323
| +8% | +$2.35M | 9.29% | 4 |
|
|
2013
Q2 | $26.1M | Buy |
+455,023
| New | +$27.5M | 9.04% | 4 |
|
Other funds holding EFA
NMIMC
LBMC Investment Advisors's EFA Position: Q1 2026 in Review
LBMC Investment Advisors reduced its iShares MSCI EAFE ETF (EFA) stake by 0.34% in Q1 2026, selling an estimated $167K and leaving 488,440 shares worth $47.4M. The position accounts for 2.89% of the portfolio, ranked #6.
LBMC Investment Advisors first reported a position in EFA in Q2 2013 and has held it in 52 quarters since. The position peaked at $51.7M in Q4 2021. 2,202 funds tracked by Wall St. Rank hold EFA as of Q1 2026.
- LBMC Investment Advisors held 488,440 shares of iShares MSCI EAFE ETF worth $47.4M as of Q1 2026.
- LBMC Investment Advisors sold 1,666 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $167K.
- iShares MSCI EAFE ETF made up 2.89% of LBMC Investment Advisors's portfolio in Q1 2026, its #6 holding.
- LBMC Investment Advisors first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 52 quarters since.
- LBMC Investment Advisors's iShares MSCI EAFE ETF position peaked at $51.7M in Q4 2021.
- 2,202 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.
Based on LBMC Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.