LCM
EFA icon

Logan Capital Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Logan Capital 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
2025
Q2 		– Sell
-2,280
Closed -$186K – 513
2025
Q1 		$186K Sell
2,280
-33
-1% -$2.66K 0.01% 282
2024
Q4 		$175K Hold
2,313
– – 0.01% 290
2024
Q3 		$193K Buy
2,313
+197
+9% +$15.9K 0.01% 289
2024
Q2 		$166K Hold
2,116
– – 0.01% 295
2024
Q1 		$169K Buy
2,116
+12
+0.6% +$918 0.01% 292
2023
Q4 		$159K Sell
2,104
-422
-17% -$29.8K 0.01% 301
2023
Q3 		$174K Buy
2,526
+187
+8% +$13.4K 0.01% 285
2023
Q2 		$170K Hold
2,339
– – 0.01% 282
2023
Q1 		$167K Sell
2,339
-170
-7% -$11.9K 0.01% 297
2022
Q4 		$165K Sell
2,509
-333
-12% -$20.9K 0.01% 301
2022
Q3 		$159K Buy
2,842
+89
+3% +$5.55K 0.01% 283
2022
Q2 		$172K Hold
2,753
– – 0.01% 288
2022
Q1 		$203K Sell
2,753
-51,292
-95% -$3.84M 0.01% 286
2021
Q4 		$4.25M Buy
54,045
+51,353
+1,908% +$4.07M 0.18% 122
2021
Q3 		$210K Buy
2,692
+152
+6% +$12.2K 0.01% 288
2021
Q2 		$200K Hold
2,540
– – 0.01% 287
2021
Q1 		$193K Sell
2,540
-6,041
-70% -$455K 0.01% 277
2020
Q4 		$626K Buy
+8,581
New +$587K 0.03% 256
2019
Q1 		– Sell
-6,885
Closed -$405K – 289
2018
Q4 		$405K Buy
6,885
+3,702
+116% +$231K 0.03% 239
2018
Q3 		$216K Sell
3,183
-2,800
-47% -$189K 0.01% 279
2018
Q2 		$401K Hold
5,983
– – 0.03% 245
2018
Q1 		$417K Buy
5,983
+44
+0.7% +$3.14K 0.03% 234
2017
Q4 		$418K Hold
5,939
– – 0.03% 233
2017
Q3 		$407K Buy
5,939
+410
+7% +$27.4K 0.03% 232
2017
Q2 		$360K Buy
5,529
+86
+2% +$5.57K 0.03% 238
2017
Q1 		$339K Sell
5,443
-960
-15% -$58K 0.03% 239
2016
Q4 		$370K Buy
+6,403
New +$369K 0.03% 242
2015
Q1 		– Sell
-3,407
Closed -$207K – 276
2014
Q4 		$207K Buy
+3,407
New +$213K 0.02% 268

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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Logan Capital Management's EFA Position: Q2 2025 in Review

Logan Capital Management sold out of iShares MSCI EAFE ETF (EFA) in Q2 2025, closing a stake of 2,280 shares — an estimated $186K sold.

Logan Capital Management first reported a position in EFA in Q4 2014 and held it in 28 quarters. The position peaked at $4.25M in Q4 2021. 2,025 funds tracked by Wall St. Rank hold EFA as of Q2 2025.

  • Logan Capital Management reported no remaining iShares MSCI EAFE ETF position as of Q2 2025 after selling out during the quarter.
  • Logan Capital Management sold 2,280 iShares MSCI EAFE ETF shares in Q2 2025, an estimated $186K.
  • Logan Capital Management first reported a position in iShares MSCI EAFE ETF in Q4 2014 and held it in 28 quarters.
  • Logan Capital Management's iShares MSCI EAFE ETF position peaked at $4.25M in Q4 2021.
  • 2,025 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2025.

Based on Logan Capital Management's 13F filing for Q2 2025, filed 1 Aug 2025.