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

LRI 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 Q1	–	Sell	-200	Closed	-$19.2K	–	1441
2025 Q4	$19.2K	Buy	+200	New	+$19K	﹤0.01%	709
2024 Q3	–	Sell	-929	Closed	-$72.8K	–	1166
2024 Q2	$72.8K	Hold	929	–	–	0.01%	438
2024 Q1	$74.2K	Buy	+929	New	+$71.1K	0.02%	238

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

LRI Investments's EFA Position: Q1 2026 in Review

LRI Investments sold out of iShares MSCI EAFE ETF (EFA) in Q1 2026, closing a stake of 200 shares — an estimated $19.2K sold.

LRI Investments first reported a position in EFA in Q1 2024 and held it in 3 quarters. The position peaked at $74.2K in Q1 2024. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

LRI Investments reported no remaining iShares MSCI EAFE ETF position as of Q1 2026 after selling out during the quarter.
LRI Investments sold 200 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $19.2K.
LRI Investments first reported a position in iShares MSCI EAFE ETF in Q1 2024 and held it in 3 quarters.
LRI Investments's iShares MSCI EAFE ETF position peaked at $74.2K in Q1 2024.
2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on LRI Investments's 13F filing for Q1 2026, filed 30 Apr 2026.