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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
2018
Q1 		– Sell
-100,000
Closed -$7.03M – 59
2017
Q4 		$7.03M Buy
100,000
+10,000
+11% +$695K 3.14% 8
2017
Q3 		$6.16M Buy
+90,000
New +$6.02M 3.96% 7

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.