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Lindbrook Capital’s iShares MSCI EAFE ETF EFA Stock Holding History

Lindbrook Capital’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
2025
Q1 		$8.88M Sell
108,656
-3,864
-3% -$311K 0.82% 20
2024
Q4 		$8.51M Sell
112,520
-5
-0% -$396 0.77% 24
2024
Q3 		$9.41M Buy
112,525
+1,981
+2% +$159K 0.83% 20
2024
Q2 		$8.66M Sell
110,544
-3,600
-3% -$285K 0.81% 19
2024
Q1 		$9.12M Sell
114,144
-1,350
-1% -$103K 0.85% 20
2023
Q4 		$8.7M Buy
115,494
+990
+0.9% +$70K 0.87% 18
2023
Q3 		$7.89M Buy
114,504
+14,640
+15% +$1.05M 0.88% 18
2023
Q2 		$7.24M Sell
99,864
-177
-0.2% -$12.9K 0.77% 20
2023
Q1 		$7.15M Sell
100,041
-7,907
-7% -$553K 0.84% 18
2022
Q4 		$7.09M Sell
107,948
-6,999
-6% -$438K 0.87% 16
2022
Q3 		$6.44M Sell
114,947
-16,563
-13% -$1.03M 1.09% 12
2022
Q2 		$8.22M Sell
131,510
-3,479
-3% -$237K 1.36% 11
2022
Q1 		$9.94M Buy
134,989
+4,500
+3% +$337K 1.53% 10
2021
Q4 		$10.3M Buy
130,489
+9,281
+8% +$735K 1.56% 10
2021
Q3 		$9.46M Hold
121,208
– – 2.48% 7
2021
Q2 		$9.56M Buy
121,208
+200
+0.2% +$15.9K 2.14% 11
2021
Q1 		$9.18M Hold
121,008
– – 2.07% 13
2020
Q4 		$8.83M Hold
121,008
– – 2.16% 12
2020
Q3 		$7.7M Sell
121,008
-12,100
-9% -$774K 2.12% 12
2020
Q2 		$8.1M Sell
133,108
-19,363
-13% -$1.12M 2.4% 12
2020
Q1 		$8.15M Sell
152,471
-18,100
-11% -$1.15M 3.08% 10
2019
Q4 		$11.8M Hold
170,571
– – 4.12% 4
2019
Q3 		$11.1M Sell
170,571
-1,380
-0.8% -$88.9K 4.2% 4
2019
Q2 		$11.3M Hold
171,951
– – 4.36% 4
2019
Q1 		$11.2M Sell
171,951
-9,280
-5% -$585K 4.44% 4
2018
Q4 		$10.7M Buy
+181,231
New +$11.3M 5.25% 4

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lindbrook Capital's EFA Position: Q1 2025 in Review

Lindbrook Capital reduced its iShares MSCI EAFE ETF (EFA) stake by 3.4% in Q1 2025, selling an estimated $311K and leaving 108,656 shares worth $8.88M. The position accounts for 0.82% of the portfolio, ranked #20.

Lindbrook Capital first reported a position in EFA in Q4 2018 and has held it in 26 quarters since. The position peaked at $11.8M in Q4 2019. 1,960 funds tracked by Wall St. Rank hold EFA as of Q1 2025.

  • Lindbrook Capital held 108,656 shares of iShares MSCI EAFE ETF worth $8.88M as of Q1 2025.
  • Lindbrook Capital sold 3,864 iShares MSCI EAFE ETF shares in Q1 2025, an estimated $311K.
  • iShares MSCI EAFE ETF made up 0.82% of Lindbrook Capital's portfolio in Q1 2025, its #20 holding.
  • Lindbrook Capital first reported a position in iShares MSCI EAFE ETF in Q4 2018 and has held it in 26 quarters since.
  • Lindbrook Capital's iShares MSCI EAFE ETF position peaked at $11.8M in Q4 2019.
  • 1,960 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.