LI
EFA icon

LMCG Investments’s iShares MSCI EAFE ETF EFA Stock Holding History

LMCG Investments’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 		$26.8M Sell
257,583
-19,762
-7% -$2.03M 1.43% 14
2026
Q1 		$26.9M Buy
277,345
+85,138
+44% +$8.52M 1.6% 13
2025
Q4 		$18.5M Buy
192,207
+21,887
+13% +$2.08M 1.06% 23
2025
Q3 		$15.9M Buy
170,320
+29,933
+21% +$2.72M 0.93% 28
2025
Q2 		$12.5M Buy
140,387
+113,140
+415% +$9.66M 0.79% 40
2025
Q1 		$2.23M Buy
27,247
+3,528
+15% +$284K 0.15% 131
2024
Q4 		$1.79M Buy
23,719
+3,859
+19% +$306K 0.11% 140
2024
Q3 		$1.66M Buy
19,860
+458
+2% +$36.9K 0.1% 137
2024
Q2 		$1.52M Sell
19,402
-37,299
-66% -$2.95M 0.09% 145
2024
Q1 		$4.53M Sell
56,701
-1,286
-2% -$98.4K 0.27% 106
2023
Q4 		$4.37M Buy
57,987
+595
+1% +$42.1K 0.27% 103
2023
Q3 		$3.96M Sell
57,392
-1,165
-2% -$83.5K 0.27% 105
2023
Q2 		$4.25M Sell
58,557
-734
-1% -$53.3K 0.28% 104
2023
Q1 		$4.24M Sell
59,291
-5,735
-9% -$401K 0.28% 101
2022
Q4 		$4.27M Buy
65,026
+88
+0.1% +$5.51K 0.3% 98
2022
Q3 		$3.64M Buy
64,938
+1,897
+3% +$118K 0.27% 110
2022
Q2 		$3.94M Sell
63,041
-6,941
-10% -$472K 0.27% 105
2022
Q1 		$5.15M Buy
+69,982
New +$5.23M 0.3% 99
2015
Q3 		$7M Buy
122,038
+8,378
+7% +$517K 0.15% 254
2015
Q2 		$7.22M Sell
113,660
-398
-0.3% -$26.5K 0.16% 252
2015
Q1 		$7.32M Sell
114,058
-164
-0.1% -$10.3K 0.15% 260
2014
Q4 		$6.95M Sell
114,222
-587
-0.5% -$36.6K 0.15% 241
2014
Q3 		$7.36M Buy
114,809
+5,702
+5% +$380K 0.17% 238
2014
Q2 		$7.46M Buy
109,107
+23,044
+27% +$1.58M 0.16% 240
2014
Q1 		$5.78M Sell
86,063
-1,712
-2% -$113K 0.13% 261
2013
Q4 		$5.89M Buy
87,775
+25
+0% +$1.63K 0.13% 252
2013
Q3 		$5.6M Sell
87,750
-5,364
-6% -$329K 0.14% 239
2013
Q2 		$5.33M Buy
+93,114
New +$5.63M 0.14% 233

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 $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

LMCG Investments's EFA Position: Q2 2026 in Review

LMCG Investments reduced its iShares MSCI EAFE ETF (EFA) stake by 7.1% in Q2 2026, selling an estimated $2.03M and leaving 257,583 shares worth $26.8M. The position accounts for 1.43% of the portfolio, ranked #14.

LMCG Investments first reported a position in EFA in Q2 2013 and has held it in 28 quarters since. The position peaked at $26.9M in Q1 2026. 2,267 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • LMCG Investments held 257,583 shares of iShares MSCI EAFE ETF worth $26.8M as of Q2 2026.
  • LMCG Investments sold 19,762 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $2.03M.
  • iShares MSCI EAFE ETF made up 1.43% of LMCG Investments's portfolio in Q2 2026, its #14 holding.
  • LMCG Investments first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 28 quarters since.
  • LMCG Investments's iShares MSCI EAFE ETF position peaked at $26.9M in Q1 2026.
  • 2,267 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on LMCG Investments's 13F filing for Q2 2026, filed 22 Jul 2026.