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Moody Lynn & Lieberson’s iShares MSCI EAFE ETF EFA Stock Holding History

Moody Lynn & Lieberson’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 		$1.2M Hold
11,536
– – 0.06% 110
2026
Q1 		$1.12M Sell
11,536
-5,915
-34% -$592K 0.06% 107
2025
Q4 		$1.68M Sell
17,451
-9,559
-35% -$907K 0.09% 89
2025
Q3 		$2.52M Sell
27,010
-14,895
-36% -$1.35M 0.14% 79
2025
Q2 		$3.75M Buy
41,905
+2,280
+6% +$195K 0.22% 71
2025
Q1 		$3.24M Buy
39,625
+27,989
+241% +$2.26M 0.21% 65
2024
Q4 		$880K Sell
11,636
-1,242
-10% -$98.4K 0.05% 124
2024
Q3 		$1.08M Sell
12,878
-300
-2% -$24.1K 0.07% 123
2024
Q2 		$1.03M Hold
13,178
– – 0.07% 116
2024
Q1 		$1.05M Sell
13,178
-140
-1% -$10.7K 0.07% 113
2023
Q4 		$1M Sell
13,318
-56
-0.4% -$3.96K 0.08% 117
2023
Q3 		$922K Hold
13,374
– – 0.08% 108
2023
Q2 		$970K Sell
13,374
-4
-0% -$290 0.08% 109
2023
Q1 		$957K Hold
13,378
– – 0.09% 111
2022
Q4 		$878K Hold
13,378
– – 0.08% 115
2022
Q3 		$749K Hold
13,378
– – 0.07% 118
2022
Q2 		$836K Sell
13,378
-395
-3% -$26.9K 0.08% 113
2022
Q1 		$1.01M Sell
13,773
-75
-0.5% -$5.61K 0.07% 113
2021
Q4 		$1.09M Buy
13,848
+322
+2% +$25.5K 0.07% 117
2021
Q3 		$1.05M Buy
13,526
+68
+0.5% +$5.44K 0.08% 112
2021
Q2 		$1.06M Buy
13,458
+4,483
+50% +$356K 0.08% 113
2021
Q1 		$681K Buy
8,975
+4,534
+102% +$341K 0.06% 135
2020
Q4 		$324K Sell
4,441
-50
-1% -$3.42K 0.03% 174
2020
Q3 		$286K Hold
4,491
– – 0.03% 169
2020
Q2 		$273K Sell
4,491
-57
-1% -$3.3K 0.03% 162
2020
Q1 		$243 Sell
4,548
-49,091
-92% -$3.12M 0.03% 148
2019
Q4 		$3.73M Buy
+53,639
New +$3.62M 0.36% 70
2017
Q3 		– Sell
-38,594
Closed -$2.52M – 213
2017
Q2 		$2.52M Buy
+38,594
New +$2.5M 0.33% 64
2016
Q2 		– Sell
-27,254
Closed -$1.56M – 155
2016
Q1 		$1.56M Buy
+27,254
New +$1.5M 0.25% 81
2015
Q3 		– Sell
-148,932
Closed -$9.46M – 168
2015
Q2 		$9.46M Buy
148,932
+34,730
+30% +$2.31M 1.5% 19
2015
Q1 		$7.33M Buy
+114,202
New +$7.19M 1.17% 29
2014
Q3 		– Sell
-132,806
Closed -$9.08M – 199
2014
Q2 		$9.08M Buy
+132,806
New +$9.1M 1.25% 29
2013
Q4 		– Sell
-147,865
Closed -$9.43M – 204
2013
Q3 		$9.43M Buy
+147,865
New +$9.06M 1.46% 21

Other funds holding EFA

GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return
RIM
Ryan Investment Management Basalt, Colorado $221M AUM 23.61% 1-Year Est. Return

Moody Lynn & Lieberson's EFA Position: Q2 2026 in Review

Moody Lynn & Lieberson held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2026 at 11,536 shares worth $1.2M. The position accounts for 0.06% of the portfolio, ranked #110.

Moody Lynn & Lieberson first reported a position in EFA in Q3 2013 and has held it in 33 quarters since. The position peaked at $9.46M in Q2 2015. 806 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Moody Lynn & Lieberson held 11,536 shares of iShares MSCI EAFE ETF worth $1.2M as of Q2 2026.
  • Moody Lynn & Lieberson left its iShares MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE ETF made up 0.06% of Moody Lynn & Lieberson's portfolio in Q2 2026, its #110 holding.
  • Moody Lynn & Lieberson first reported a position in iShares MSCI EAFE ETF in Q3 2013 and has held it in 33 quarters since.
  • Moody Lynn & Lieberson's iShares MSCI EAFE ETF position peaked at $9.46M in Q2 2015.
  • 806 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2026, filed 20 Jul 2026.