Lepercq De Neuflize Asset Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Lepercq De Neuflize Asset 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	$17.8M	Sell	183,230 -282,770	-61%	-$28.3M	12.9%	3
2025 Q4	$44.7M	Hold	466,000	–	–	25.59%	3
2025 Q3	$43.5M	Hold	466,000	–	–	25.11%	3
2025 Q2	$41.7M	Hold	466,000	–	–	27.48%	2
2025 Q1	$38.1M	Hold	466,000	–	–	36.87%	2
2024 Q4	$35.2M	Buy	+466,000	New	+$36.9M	25.26%	2

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

Lepercq De Neuflize Asset Management's EFA Position: Q1 2026 in Review

Lepercq De Neuflize Asset Management reduced its iShares MSCI EAFE ETF (EFA) stake by 61% in Q1 2026, selling an estimated $28.3M and leaving 183,230 shares worth $17.8M. The position accounts for 12.9% of the portfolio, ranked #3.

Lepercq De Neuflize Asset Management first reported a position in EFA in Q4 2024 and has held it in 6 quarters since. The position peaked at $44.7M in Q4 2025. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Lepercq De Neuflize Asset Management held 183,230 shares of iShares MSCI EAFE ETF worth $17.8M as of Q1 2026.
Lepercq De Neuflize Asset Management sold 282,770 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $28.3M.
iShares MSCI EAFE ETF made up 12.9% of Lepercq De Neuflize Asset Management's portfolio in Q1 2026, its #3 holding.
Lepercq De Neuflize Asset Management first reported a position in iShares MSCI EAFE ETF in Q4 2024 and has held it in 6 quarters since.
Lepercq De Neuflize Asset Management's iShares MSCI EAFE ETF position peaked at $44.7M in Q4 2025.
2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Lepercq De Neuflize Asset Management's 13F filing for Q1 2026, filed 7 May 2026.