LNC
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Lincoln National Corp’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Lincoln National Corp’s Portfolio EFG Stock Details EFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-50,466
Closed -$5.24M – 312
2024
Q1 		$5.24M Buy
50,466
+11,830
+31% +$1.18M 0.08% 149
2023
Q4 		$3.74M Buy
38,636
+8,526
+28% +$764K 0.07% 184
2023
Q3 		$2.6M Buy
30,110
+2,060
+7% +$190K 0.05% 202
2023
Q2 		$2.68M Buy
28,050
+5,401
+24% +$514K 0.05% 200
2023
Q1 		$2.12M Sell
22,649
-15,409
-40% -$1.39M 0.04% 221
2022
Q4 		$3.19M Buy
38,058
+16,102
+73% +$1.3M 0.07% 162
2022
Q3 		$1.59M Sell
21,956
-1,338
-6% -$109K 0.04% 249
2022
Q2 		$1.88M Buy
23,294
+13,977
+150% +$1.21M 0.04% 218
2022
Q1 		$897K Sell
9,317
-765
-8% -$75.2K 0.02% 371
2021
Q4 		$1.11M Buy
10,082
+2,905
+40% +$318K 0.02% 327
2021
Q3 		$764K Buy
7,177
+2,241
+45% +$247K 0.02% 387
2021
Q2 		$530K Buy
4,936
+766
+18% +$81.4K 0.01% 474
2021
Q1 		$419K Sell
4,170
-13
-0.3% -$1.32K 0.01% 505
2020
Q4 		$422K Sell
4,183
-7,001
-63% -$662K 0.01% 461
2020
Q3 		$1.01M Buy
11,184
+179
+2% +$15.9K 0.03% 254
2020
Q2 		$915K Buy
11,005
+11
+0.1% +$859 0.03% 264
2020
Q1 		$782K Sell
10,994
-221
-2% -$17.9K 0.03% 253
2019
Q4 		$970K Buy
11,215
+15
+0.1% +$1.25K 0.03% 267
2019
Q3 		$902K Sell
11,200
-5,576
-33% -$446K 0.03% 240
2019
Q2 		$1.35M Sell
16,776
-94
-0.6% -$7.42K 0.05% 163
2019
Q1 		$1.31M Sell
16,870
-18,103
-52% -$1.34M 0.05% 162
2018
Q4 		$2.42M Buy
34,973
+9,358
+37% +$682K 0.11% 83
2018
Q3 		$2.05M Hold
25,615
– – 0.07% 103
2018
Q2 		$2.02M Buy
25,615
+184
+0.7% +$14.9K 0.07% 96
2018
Q1 		$2.04M Sell
25,431
-23,814
-48% -$1.94M 0.08% 96
2017
Q4 		$3.98M Buy
49,245
+24,668
+100% +$1.95M 0.12% 87
2017
Q3 		$1.9M Buy
24,577
+803
+3% +$60.9K 0.08% 89
2017
Q2 		$1.76M Sell
23,774
-1,316
-5% -$96.1K 0.08% 87
2017
Q1 		$1.74M Sell
25,090
-30,697
-55% -$2.06M 0.09% 86
2016
Q4 		$3.55M Buy
+55,787
New +$3.6M 0.2% 44

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AA
Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Lincoln National Corp's EFG Position: Q2 2024 in Review

Lincoln National Corp sold out of iShares MSCI EAFE Growth ETF (EFG) in Q2 2024, closing a stake of 50,466 shares — an estimated $5.24M sold.

Lincoln National Corp first reported a position in EFG in Q4 2016 and held it in 30 quarters. The position peaked at $5.24M in Q1 2024. 871 funds tracked by Wall St. Rank hold EFG as of Q2 2024.

  • Lincoln National Corp reported no remaining iShares MSCI EAFE Growth ETF position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 50,466 iShares MSCI EAFE Growth ETF shares in Q2 2024, an estimated $5.24M.
  • Lincoln National Corp first reported a position in iShares MSCI EAFE Growth ETF in Q4 2016 and held it in 30 quarters.
  • Lincoln National Corp's iShares MSCI EAFE Growth ETF position peaked at $5.24M in Q1 2024.
  • 871 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2024.

Based on Lincoln National Corp's 13F filing for Q2 2024, filed 25 Jul 2024.