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Lionsbridge Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Lionsbridge Wealth Management’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
Q1 		– Sell
-22,558
Closed -$2.17M – 61
2025
Q4 		$2.17M Sell
22,558
-100
-0.4% -$9.48K 2.19% 17
2025
Q3 		$2.12M Buy
22,658
+397
+2% +$36.1K 2.08% 17
2025
Q2 		$1.99M Sell
22,261
-27,514
-55% -$2.35M 1.98% 17
2025
Q1 		$3.9M Buy
49,775
+22,741
+84% +$1.83M 3.47% 9
2024
Q4 		$2.04M Sell
27,034
-12,346
-31% -$978K 1.72% 20
2024
Q3 		$3.29M Sell
39,380
-557
-1% -$44.8K 2.6% 13
2024
Q2 		$3.13M Sell
39,937
-308
-0.8% -$24.4K 2.51% 13
2024
Q1 		$3.21M Sell
40,245
-484
-1% -$37K 2.49% 14
2023
Q4 		$3.07M Buy
40,729
+923
+2% +$65.2K 2.45% 18
2023
Q3 		$2.74M Sell
39,806
-9,357
-19% -$670K 2.6% 11
2023
Q2 		$3.56M Sell
49,163
-1,230
-2% -$89.3K 3.18% 11
2023
Q1 		$3.6M Buy
50,393
+25,668
+104% +$1.8M 3.33% 8
2022
Q4 		$1.62M Buy
+24,725
New +$1.55M 1.58% 20
2022
Q1 		– Sell
-29,940
Closed -$2.35M – 53
2021
Q4 		$2.35M Sell
29,940
-251
-0.8% -$19.9K 2.53% 9
2021
Q3 		$2.35M Buy
30,191
+750
+3% +$60K 2.54% 10
2021
Q2 		$2.32M Buy
29,441
+2,628
+10% +$209K 2.48% 11
2021
Q1 		$2.03M Buy
26,813
+1,154
+4% +$86.9K 1.98% 14
2020
Q4 		$1.87M Buy
+25,659
New +$1.75M 2.02% 14

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lionsbridge Wealth Management's EFA Position: Q1 2026 in Review

Lionsbridge Wealth Management sold out of iShares MSCI EAFE ETF (EFA) in Q1 2026, closing a stake of 22,558 shares — an estimated $2.17M sold.

Lionsbridge Wealth Management first reported a position in EFA in Q4 2020 and held it in 18 quarters. The position peaked at $3.9M in Q1 2025. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Lionsbridge Wealth Management reported no remaining iShares MSCI EAFE ETF position as of Q1 2026 after selling out during the quarter.
  • Lionsbridge Wealth Management sold 22,558 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $2.17M.
  • Lionsbridge Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2020 and held it in 18 quarters.
  • Lionsbridge Wealth Management's iShares MSCI EAFE ETF position peaked at $3.9M in Q1 2025.
  • 2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Lionsbridge Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.