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IEFA icon

LGL Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

LGL Partners’s Portfolio IEFA Stock Details IEFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.62M Buy
37,497
+659
+2% +$63.3K 1.32% 13
2026
Q1 		$3.33M Buy
36,838
+2,859
+8% +$267K 1.37% 13
2025
Q4 		$3.04M Buy
33,979
+108
+0.3% +$9.55K 1.3% 15
2025
Q3 		$2.96M Buy
33,871
+1,134
+3% +$96.4K 1.26% 15
2025
Q2 		$2.75M Sell
32,737
-1,013
-3% -$80.4K 1.22% 16
2025
Q1 		$2.55M Buy
33,750
+2,193
+7% +$164K 1.23% 15
2024
Q4 		$2.22M Buy
31,557
+210
+0.7% +$15.5K 0.32% 29
2024
Q3 		$2.45M Hold
31,347
– – 0.34% 27
2024
Q2 		$2.28M Buy
31,347
+373
+1% +$27.4K 0.33% 28
2024
Q1 		$2.3M Sell
30,974
-100
-0.3% -$7.12K 0.39% 27
2023
Q4 		$2.19M Buy
31,074
+6,732
+28% +$444K 0.3% 29
2023
Q3 		$1.57M Buy
24,342
+6,050
+33% +$405K 0.27% 32
2023
Q2 		$1.23M Sell
18,292
-5,753
-24% -$390K 0.21% 37
2023
Q1 		$1.61M Hold
24,045
– – 0.28% 29
2022
Q4 		$1.48M Sell
24,045
-5,745
-19% -$338K 0.27% 29
2022
Q3 		$1.57M Hold
29,790
– – 0.33% 27
2022
Q2 		$1.75M Buy
29,790
+472
+2% +$30.3K 0.28% 24
2022
Q1 		$2.04M Sell
29,318
-2,389
-8% -$169K 0.27% 27
2021
Q4 		$2.37M Buy
31,707
+797
+3% +$59.9K 0.28% 26
2021
Q3 		$2.29M Buy
30,910
+795
+3% +$60.5K 1.39% 14
2021
Q2 		$2.25M Sell
30,115
-146
-0.5% -$11K 1.35% 14
2021
Q1 		$2.18M Sell
30,261
-10,375
-26% -$741K 1.25% 17
2020
Q4 		$2.81M Sell
40,636
-2,837
-7% -$183K 1.62% 13
2020
Q3 		$2.62M Buy
43,473
+279
+0.6% +$16.8K 1.58% 13
2020
Q2 		$2.47M Sell
43,194
-81,910
-65% -$4.44M 1.54% 16
2020
Q1 		$6.24M Sell
125,104
-50,862
-29% -$3.03M 4.11% 6
2019
Q4 		$11.5M Buy
175,966
+10,983
+7% +$697K 3.77% 7
2019
Q3 		$10.1M Sell
164,983
-7,235
-4% -$437K 4.19% 6
2019
Q2 		$10.6M Buy
172,218
+7,483
+5% +$458K 4.18% 6
2019
Q1 		$10M Buy
164,735
+39,352
+31% +$2.32M 3.79% 6
2018
Q4 		$6.9M Sell
125,383
-20,392
-14% -$1.2M 3.76% 7
2018
Q3 		$9.34M Buy
145,775
+3,663
+3% +$234K 4.43% 7
2018
Q2 		$9.01M Buy
142,112
+23,844
+20% +$1.58M 4.25% 6
2018
Q1 		$7.79M Buy
118,268
+10,029
+9% +$674K 3.73% 6
2017
Q4 		$7.15M Buy
108,239
+72,693
+205% +$4.74M 3.2% 7
2017
Q3 		$2.28M Sell
35,546
-52,469
-60% -$3.28M 1.46% 16
2017
Q2 		$5.36M Sell
88,015
-14,270
-14% -$861K 2.86% 9
2017
Q1 		$5.93M Buy
102,285
+10,762
+12% +$605K 2.99% 7
2016
Q4 		$4.91M Buy
91,523
+50,880
+125% +$2.73M 2.7% 8
2016
Q3 		$2.24M Sell
40,643
-331
-0.8% -$17.9K 1.17% 19
2016
Q2 		$2.07M Buy
40,974
+914
+2% +$48.9K 1.13% 19
2016
Q1 		$2.13M Hold
40,060
– – 1.09% 21
2015
Q4 		$2.18M Buy
+40,060
New +$2.22M 1.18% 22

Other funds holding IEFA

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

LGL Partners's IEFA Position: Q2 2026 in Review

LGL Partners increased its iShares Core MSCI EAFE ETF (IEFA) stake by 1.8% in Q2 2026, buying an estimated $63.3K and bringing the position to 37,497 shares worth $3.62M. The position accounts for 1.32% of the portfolio, ranked #13.

LGL Partners first reported a position in IEFA in Q4 2015 and has held it in 43 quarters since. The position peaked at $11.5M in Q4 2019. 1,272 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • LGL Partners held 37,497 shares of iShares Core MSCI EAFE ETF worth $3.62M as of Q2 2026.
  • LGL Partners bought 659 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $63.3K.
  • iShares Core MSCI EAFE ETF made up 1.32% of LGL Partners's portfolio in Q2 2026, its #13 holding.
  • LGL Partners first reported a position in iShares Core MSCI EAFE ETF in Q4 2015 and has held it in 43 quarters since.
  • LGL Partners's iShares Core MSCI EAFE ETF position peaked at $11.5M in Q4 2019.
  • 1,272 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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