LPL Financial
EFA icon

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
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
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

LPL Financial's EFA Position: Q1 2026 in Review

LPL Financial reduced its iShares MSCI EAFE ETF (EFA) stake by 3.7% in Q1 2026, selling an estimated $21.8M and leaving 5,653,849 shares worth $549M. The position accounts for 0.15% of the portfolio, ranked #141.

LPL Financial first reported a position in EFA in Q2 2013 and has held it in 52 quarters since. The position peaked at $564M in Q4 2025. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • LPL Financial held 5,653,849 shares of iShares MSCI EAFE ETF worth $549M as of Q1 2026.
  • LPL Financial sold 217,512 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $21.8M.
  • iShares MSCI EAFE ETF made up 0.15% of LPL Financial's portfolio in Q1 2026, its #141 holding.
  • LPL Financial first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 52 quarters since.
  • LPL Financial's iShares MSCI EAFE ETF position peaked at $564M in Q4 2025.
  • 2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.