LCM
EFA icon

LCM Capital Management’s iShares MSCI EAFE ETF EFA Stock Holding History

LCM Capital Management’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 		$7.34M Sell
75,596
-535
-0.7% -$53.5K 3.68% 8
2025
Q4 		$7.31M Sell
76,131
-1,584
-2% -$150K 3.53% 8
2025
Q3 		$7.26M Sell
77,715
-244
-0.3% -$22.2K 3.48% 8
2025
Q2 		$6.97M Buy
77,959
+1,352
+2% +$115K 3.62% 8
2025
Q1 		$6.26M Buy
76,607
+462
+0.6% +$37.2K 3.68% 8
2024
Q4 		$5.76M Sell
76,145
-2,363
-3% -$187K 3.25% 8
2024
Q3 		$6.57M Buy
78,508
+245
+0.3% +$19.7K 3.78% 7
2024
Q2 		$6.13M Sell
78,263
-186
-0.2% -$14.7K 3.82% 7
2024
Q1 		$6.26M Sell
78,449
-420
-0.5% -$32.1K 4.05% 6
2023
Q4 		$5.94M Buy
78,869
+315
+0.4% +$22.3K 4.3% 6
2023
Q3 		$5.41M Buy
78,554
+3,393
+5% +$243K 4.42% 6
2023
Q2 		$5.45M Buy
75,161
+563
+0.8% +$40.9K 4.42% 6
2023
Q1 		$5.34M Buy
74,598
+1,243
+2% +$86.9K 4.66% 6
2022
Q4 		$4.82M Sell
73,355
-750
-1% -$47K 4.69% 5
2022
Q3 		$4.15M Sell
74,105
-1,631
-2% -$102K 4.38% 6
2022
Q2 		$4.73M Sell
75,736
-784
-1% -$53.4K 4.66% 6
2022
Q1 		$5.63M Sell
76,520
-242
-0.3% -$18.1K 4.54% 6
2021
Q4 		$6.04M Sell
76,762
-3,597
-4% -$285K 4.68% 6
2021
Q3 		$6.27M Sell
80,359
-4,511
-5% -$361K 5.3% 5
2021
Q2 		$6.7M Buy
84,870
+2,666
+3% +$212K 5.56% 4
2021
Q1 		$6.24M Buy
82,204
+2,106
+3% +$159K 5.58% 4
2020
Q4 		$5.83M Buy
+80,098
New +$5.48M 5.55% 5

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LCM Capital Management's EFA Position: Q1 2026 in Review

LCM Capital Management reduced its iShares MSCI EAFE ETF (EFA) stake by 0.7% in Q1 2026, selling an estimated $53.5K and leaving 75,596 shares worth $7.34M. The position accounts for 3.68% of the portfolio, ranked #8.

LCM Capital Management first reported a position in EFA in Q4 2020 and has held it in 22 quarters since. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • LCM Capital Management held 75,596 shares of iShares MSCI EAFE ETF worth $7.34M as of Q1 2026.
  • LCM Capital Management sold 535 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $53.5K.
  • iShares MSCI EAFE ETF made up 3.68% of LCM Capital Management's portfolio in Q1 2026, its #8 holding.
  • LCM Capital Management first reported a position in iShares MSCI EAFE ETF in Q4 2020 and has held it in 22 quarters since.
  • 2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on LCM Capital Management's 13F filing for Q1 2026, filed 21 Apr 2026.