SEC 13F Intelligence

Lionsbridge Wealth Management LLC / EFA

Lionsbridge Wealth Management LLC’s Ishares Tr Position

Does Lionsbridge Wealth Management LLC own Ishares Tr (EFA)? Not currently — the last reported position was 22.6K shares worth $2M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$2M
Q4 2025
Shares
22.6K
% of Portfolio
+2.19%
Quarters Held
18
position exited

Position History EFA

Reported value by quarter
Q4 ’20: $2MQ4 ’20Q1 ’21: $2MQ2 ’21: $2MQ3 ’21: $2MQ3 ’21Q4 ’21: $2MQ4 ’22: $2MQ1 ’23: $4MQ1 ’23Q2 ’23: $4MQ3 ’23: $3MQ4 ’23: $3MQ4 ’23Q1 ’24: $3MQ2 ’24: $3MQ3 ’24: $3MQ3 ’24Q4 ’24: $2MQ1 ’25: $4MQ2 ’25: $2MQ2 ’25Q3 ’25: $2MQ4 ’25: $2Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 202522.6K$2M+2.19%
Q3 202522.7K$2M+2.08%
Q2 202522.3K$2M+1.98%
Q1 202549.8K$4M+3.47%
Q4 202427.0K$2M+1.72%
Q3 202439.4K$3M+2.60%
Q2 202439.9K$3M+2.51%
Q1 202440.2K$3M+2.49%
Q4 202340.7K$3M+2.45%
Q3 202339.8K$3M+2.60%
Q2 202349.2K$4M+3.18%
Q1 202350.4K$4M+3.33%
Q4 202224.7K$2M+1.58%
Q4 202129.9K$2M+2.53%
Q3 202130.2K$2M+2.54%
Q2 202129.4K$2M+2.48%
Q1 202126.8K$2M+1.98%
Q4 202025.7K$2M+2.02%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lionsbridge Wealth Management LLC’s full portfolio or all institutional holders of EFA.