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LGL Partners’s iShares MSCI EAFE ETF EFA Stock Holding History

LGL Partners’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 		$13.3M Sell
128,370
-927
-0.7% -$95.3K 4.88% 7
2026
Q1 		$12.6M Buy
129,297
+7,701
+6% +$771K 5.17% 5
2025
Q4 		$11.7M Buy
121,596
+1,904
+2% +$181K 4.98% 6
2025
Q3 		$11.2M Sell
119,692
-4,695
-4% -$427K 4.76% 6
2025
Q2 		$11.2M Buy
124,387
+4,061
+3% +$347K 4.96% 6
2025
Q1 		$9.83M Sell
120,326
-13,353
-10% -$1.08M 4.74% 5
2024
Q4 		$10.1M Sell
133,679
-1,234
-0.9% -$97.7K 1.47% 10
2024
Q3 		$11.3M Sell
134,913
-14,165
-10% -$1.14M 1.58% 10
2024
Q2 		$11.7M Buy
149,078
+3,036
+2% +$240K 1.71% 10
2024
Q1 		$11.7M Sell
146,042
-37,112
-20% -$2.84M 1.95% 9
2023
Q4 		$13.8M Buy
183,154
+6,919
+4% +$489K 1.89% 12
2023
Q3 		$12.1M Sell
176,235
-175
-0.1% -$12.5K 2.13% 10
2023
Q2 		$12.8M Buy
176,410
+3,301
+2% +$240K 2.19% 10
2023
Q1 		$12.4M Sell
173,109
-3,624
-2% -$253K 2.12% 11
2022
Q4 		$11.6M Sell
176,733
-15,507
-8% -$971K 2.1% 12
2022
Q3 		$10.8M Sell
192,240
-651,039
-77% -$40.6M 2.24% 11
2022
Q2 		$52.7M Buy
843,279
+19,219
+2% +$1.31M 8.52% 5
2022
Q1 		$60.7M Buy
824,060
+4,151
+0.5% +$310K 8.11% 5
2021
Q4 		$64.5M Buy
819,909
+787,209
+2,407% +$62.3M 7.67% 5
2021
Q3 		$2.55M Buy
32,700
+169
+0.5% +$13.5K 1.55% 12
2021
Q2 		$2.57M Sell
32,531
-297
-0.9% -$23.6K 1.53% 12
2021
Q1 		$2.49M Sell
32,828
-10,038
-23% -$756K 1.43% 15
2020
Q4 		$3.13M Sell
42,866
-12,055
-22% -$824K 1.81% 11
2020
Q3 		$3.5M Sell
54,921
-1,184
-2% -$75.8K 2.11% 9
2020
Q2 		$3.42M Sell
56,105
-115,375
-67% -$6.67M 2.12% 11
2020
Q1 		$9.17M Sell
171,480
-85,041
-33% -$5.4M 6.03% 3
2019
Q4 		$17.8M Buy
256,521
+8,622
+3% +$582K 5.85% 5
2019
Q3 		$16.2M Sell
247,899
-3,583
-1% -$231K 6.72% 4
2019
Q2 		$16.5M Sell
251,482
-15,208
-6% -$995K 6.54% 4
2019
Q1 		$17.3M Buy
266,690
+11,273
+4% +$710K 6.56% 4
2018
Q4 		$15M Buy
255,417
+17,801
+7% +$1.11M 8.18% 3
2018
Q3 		$16.2M Sell
237,616
-9,805
-4% -$662K 7.67% 4
2018
Q2 		$16.6M Sell
247,421
-4,011
-2% -$281K 7.81% 4
2018
Q1 		$17.5M Sell
251,432
-3,467
-1% -$247K 8.38% 2
2017
Q4 		$17.9M Buy
254,899
+15,166
+6% +$1.05M 8.02% 2
2017
Q3 		$16.4M Sell
239,733
-1,035
-0.4% -$69.2K 10.54% 2
2017
Q2 		$15.7M Buy
240,768
+11,194
+5% +$724K 8.39% 2
2017
Q1 		$14.3M Sell
229,574
-1,581
-0.7% -$95.6K 7.21% 4
2016
Q4 		$13.3M Sell
231,155
-32,331
-12% -$1.86M 7.35% 3
2016
Q3 		$15.5M Buy
263,486
+6,465
+3% +$375K 8.12% 4
2016
Q2 		$14M Buy
257,021
+19,381
+8% +$1.12M 7.6% 4
2016
Q1 		$13.6M Buy
237,640
+22,842
+11% +$1.26M 6.98% 4
2015
Q4 		$12.6M Buy
+214,798
New +$12.9M 6.86% 4

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
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

LGL Partners's EFA Position: Q2 2026 in Review

LGL Partners reduced its iShares MSCI EAFE ETF (EFA) stake by 0.72% in Q2 2026, selling an estimated $95.3K and leaving 128,370 shares worth $13.3M. The position accounts for 4.88% of the portfolio, ranked #7.

LGL Partners first reported a position in EFA in Q4 2015 and has held it in 43 quarters since. The position peaked at $64.5M in Q4 2021. 1,148 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • LGL Partners held 128,370 shares of iShares MSCI EAFE ETF worth $13.3M as of Q2 2026.
  • LGL Partners sold 927 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $95.3K.
  • iShares MSCI EAFE ETF made up 4.88% of LGL Partners's portfolio in Q2 2026, its #7 holding.
  • LGL Partners first reported a position in iShares MSCI EAFE ETF in Q4 2015 and has held it in 43 quarters since.
  • LGL Partners's iShares MSCI EAFE ETF position peaked at $64.5M in Q4 2021.
  • 1,148 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on LGL Partners's 13F filing for Q2 2026, filed 27 Jul 2026.