LPL Financial’s iShares MSCI EAFE ETF EFA Stock Holding History

LPL Financial’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	$2.32M	Sell	22,300 -3,600	-14%	-$370K	﹤0.01%	3594
2026 Q1	$2.52M	Buy	25,900 +17,500	+208%	+$1.75M	﹤0.01%	3279
2025 Q4	$807K	Sell	8,400 -2,700	-24%	-$256K	﹤0.01%	4285
2025 Q3	$1.04M	Buy	11,100 +1,000	+10%	+$90.9K	﹤0.01%	3969
2025 Q2	$903K	Buy	10,100 +3,800	+60%	+$324K	﹤0.01%	3842
2025 Q1	$515K	Buy	6,300 +1,100	+21%	+$88.7K	﹤0.01%	4147
2024 Q4	$393K	Buy	5,200 +1,100	+27%	+$87.1K	﹤0.01%	4304
2024 Q3	$343K	Buy	+4,100	New	+$330K	﹤0.01%	4318
2021 Q4	–	Sell	-24,500	Closed	-$1.91M	–	4373
2021 Q3	$1.91M	Buy	+24,500	New	+$1.96M	﹤0.01%	2084
2018 Q1	–	Sell	-5,600	Closed	-$394K	–	3207
2017 Q4	$394K	Buy	+5,600	New	+$389K	﹤0.01%	2257

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

LPL Financial's EFA Position: Q2 2026 in Review

LPL Financial increased its iShares MSCI EAFE ETF (EFA) stake by 0.25% in Q2 2026, buying an estimated $1.46M and bringing the position to 5,668,075 shares worth $589M. The position accounts for 0.13% of the portfolio, ranked #151.

LPL Financial first reported a position in EFA in Q2 2013 and has held it in 53 quarters since. 2,265 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

LPL Financial held 5,668,075 shares of iShares MSCI EAFE ETF worth $589M as of Q2 2026.
LPL Financial bought 14,226 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $1.46M.
iShares MSCI EAFE ETF made up 0.13% of LPL Financial's portfolio in Q2 2026, its #151 holding.
LPL Financial first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 53 quarters since.
2,265 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.