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 |
| 2024 Q4 | REDUCED | 1,058,052 | -35 | -0.0% | 3.98% | $80.0M | $73.00 |
| 2024 Q3 | REDUCED | 1,058,087 | -48,481 | -4.4% | 4.39% | $88.5M | $79.66 |
| 2024 Q2 | REDUCED | 1,106,568 | -24,497 | -2.2% | 4.49% | $86.7M | $74.61 |
| 2024 Q1 | REDUCED | 1,131,065 | -37,209 | -3.2% | 4.65% | $90.3M | $74.76 |
| 2023 Q4 | REDUCED | 1,168,274 | -52,634 | -4.3% | 4.85% | $88.0M | $70.54 |
| 2023 Q3 | REDUCED | 1,220,908 | -66,456 | -5.2% | 4.92% | $84.1M | $63.72 |
As of 2025 Q4 — sorted by position size