Lincoln Capital Corp’s iShares MSCI EAFE ETF EFA Stock Holding History

Lincoln Capital Corp’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	$756K	Sell	7,278 -143	-2%	-$14.7K	0.25%	58
2026 Q1	$721K	Sell	7,421 -37	-0.5%	-$3.7K	0.27%	57
2025 Q4	$716K	Sell	7,458 -32	-0.4%	-$3.04K	0.25%	57
2025 Q3	$699K	Sell	7,490 -48	-0.6%	-$4.36K	0.25%	54
2025 Q2	$674K	Sell	7,538 -103	-1%	-$8.79K	0.26%	54
2025 Q1	$624K	Hold	7,641	–	–	0.26%	56
2024 Q4	$578K	Buy	7,641 +2,501	+49%	+$198K	0.24%	58
2024 Q3	$430K	Hold	5,140	–	–	0.18%	55
2024 Q2	$403K	Hold	5,140	–	–	0.17%	54
2024 Q1	$410K	Hold	5,140	–	–	0.18%	49
2023 Q4	$387K	Hold	5,140	–	–	0.19%	57
2023 Q3	$354K	Hold	5,140	–	–	0.19%	53
2023 Q2	$373K	Sell	5,140 -235	-4%	-$17.1K	0.19%	51
2023 Q1	$384K	Sell	5,375 -142	-3%	-$9.93K	0.22%	44
2022 Q4	$362K	Sell	5,517 -27,793	-83%	-$1.74M	0.22%	45
2022 Q3	$1.87M	Buy	33,310 +23,742	+248%	+$1.48M	1.25%	26
2022 Q2	$598K	Buy	+9,568	New	+$651K	0.39%	42
2022 Q1	–	Sell	-5,033	Closed	-$396K	–	72
2021 Q4	$396K	Buy	+5,033	New	+$399K	0.19%	49
2020 Q2	–	Sell	-3,900	Closed	-$208	–	51
2020 Q1	$208	Sell	3,900 -12,229	-76%	-$776K	0.09%	40
2019 Q4	$1.12M	Sell	16,129 -108	-0.7%	-$7.29K	0.83%	33
2019 Q3	$1.06M	Sell	16,237 -1,672	-9%	-$108K	0.9%	32
2019 Q2	$1.18M	Hold	17,909	–	–	1.04%	32
2019 Q1	$1.16M	Sell	17,909 -505	-3%	-$31.8K	1.05%	32
2018 Q4	$1.08M	Buy	+18,414	New	+$1.15M	1%	32

Other funds holding EFA

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 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 Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Lincoln Capital Corp's EFA Position: Q2 2026 in Review

Lincoln Capital Corp reduced its iShares MSCI EAFE ETF (EFA) stake by 1.9% in Q2 2026, selling an estimated $14.7K and leaving 7,278 shares worth $756K. The position accounts for 0.25% of the portfolio, ranked #58.

Lincoln Capital Corp first reported a position in EFA in Q4 2018 and has held it in 24 quarters since. The position peaked at $1.87M in Q3 2022. 1,207 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Lincoln Capital Corp held 7,278 shares of iShares MSCI EAFE ETF worth $756K as of Q2 2026.
Lincoln Capital Corp sold 143 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $14.7K.
iShares MSCI EAFE ETF made up 0.25% of Lincoln Capital Corp's portfolio in Q2 2026, its #58 holding.
Lincoln Capital Corp first reported a position in iShares MSCI EAFE ETF in Q4 2018 and has held it in 24 quarters since.
Lincoln Capital Corp's iShares MSCI EAFE ETF position peaked at $1.87M in Q3 2022.
1,207 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Lincoln Capital Corp's 13F filing for Q2 2026, filed 16 Jul 2026.