Ownership history in Linscomb Wealth, Inc. · 85 quarters on record
This page tracks every 13F SEC filing in which Linscomb Wealth, Inc. reported a position in iShares MSCI EAFE Index MF (EFA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 978,336 | -14,105 | -1.4% | 3.94% | $93.9M | $96.03 |
| 2025 Q3 | REDUCED | 992,441 | -9,962 | -1.0% | 3.99% | $92.7M | $91.71 |
| 2025 Q2 | REDUCED | 1,002,403 | -34,772 | -3.4% | 4.12% | $89.6M | $87.80 |
| 2025 Q1 | REDUCED | 1,037,175 | -20,877 | -2.0% | 4.22% | $84.8M | $78.91 |
As of 2025 Q4 — sorted by position size