Lincoln Capital’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Lincoln Capital’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	$1.68M	Sell	17,393 -117	-0.7%	-$11.2K	0.3%	52
2026 Q1	$1.58M	Sell	17,510 -727	-4%	-$67.9K	0.3%	48
2025 Q4	$1.63M	Buy	18,237 +1	+0%	+$88	0.3%	48
2025 Q3	$1.62M	Buy	18,236 +95	+0.5%	+$8.07K	0.3%	49
2025 Q2	$1.51M	Buy	18,141 +2	+0%	+$159	0.29%	50
2025 Q1	$1.39M	Buy	18,139 +110	+0.6%	+$8.22K	0.29%	49
2024 Q4	$1.27M	Sell	18,029 -519	-3%	-$38.3K	0.27%	48
2024 Q3	$1.45M	Sell	18,548 -461	-2%	-$34.5K	0.31%	44
2024 Q2	$1.38M	Sell	19,009 -1,659	-8%	-$122K	0.31%	43
2024 Q1	$1.53M	Sell	20,668 -829	-4%	-$59K	0.34%	41
2023 Q4	$1.51M	Sell	21,497 -355	-2%	-$23.4K	0.37%	41
2023 Q3	$1.41M	Sell	21,852 -307	-1%	-$20.6K	0.37%	40
2023 Q2	$1.5M	Buy	22,159 +533	+2%	+$36.1K	0.39%	40
2023 Q1	$1.45M	Buy	21,626 +27	+0.1%	+$1.77K	0.4%	39
2022 Q4	$1.33M	Sell	21,599 -1,917	-8%	-$113K	0.38%	39
2022 Q3	$1.24M	Sell	23,516 -117	-0.5%	-$6.88K	0.39%	40
2022 Q2	$1.39M	Sell	23,633 -735	-3%	-$47.2K	0.39%	38
2022 Q1	$1.69M	Buy	24,368 +4,361	+22%	+$308K	0.4%	36
2021 Q4	$1.49M	Buy	20,007 +1,357	+7%	+$102K	0.37%	38
2021 Q3	$1.39M	Buy	18,650 +1,182	+7%	+$89.9K	0.38%	38
2021 Q2	$1.31M	Buy	17,468 +4,633	+36%	+$350K	0.37%	37
2021 Q1	$925K	Buy	12,835 +1,281	+11%	+$91.5K	0.29%	42
2020 Q4	$798K	Buy	11,554 +2,350	+26%	+$152K	0.26%	43
2020 Q3	$555K	Buy	9,204 +2,678	+41%	+$162K	0.2%	50
2020 Q2	$373K	Buy	+6,526	New	+$354K	0.16%	57

Other funds holding IEFA

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Lincoln Capital's IEFA Position: Q2 2026 in Review

Lincoln Capital reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.67% in Q2 2026, selling an estimated $11.2K and leaving 17,393 shares worth $1.68M. The position accounts for 0.3% of the portfolio, ranked #52.

Lincoln Capital first reported a position in IEFA in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.69M in Q1 2022. 1,272 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Lincoln Capital held 17,393 shares of iShares Core MSCI EAFE ETF worth $1.68M as of Q2 2026.
Lincoln Capital sold 117 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $11.2K.
iShares Core MSCI EAFE ETF made up 0.3% of Lincoln Capital's portfolio in Q2 2026, its #52 holding.
Lincoln Capital first reported a position in iShares Core MSCI EAFE ETF in Q2 2020 and has held it in 25 quarters since.
Lincoln Capital's iShares Core MSCI EAFE ETF position peaked at $1.69M in Q1 2022.
1,272 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Lincoln Capital's 13F filing for Q2 2026, filed 7 Jul 2026.