Lake Street Private Wealth’s iShares MSCI EAFE ETF EFA Stock Holding History

Lake Street Private Wealth’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	$336K	Buy	3,232 +3	+0.1%	+$309	0.04%	215
2026 Q1	$314K	Buy	3,229 +250	+8%	+$25K	0.04%	208
2025 Q4	$286K	Sell	2,979 -11	-0.4%	-$1.04K	0.04%	228
2025 Q3	$279K	Buy	2,990 +379	+15%	+$34.5K	0.04%	225
2025 Q2	$233K	Buy	+2,611	New	+$223K	0.03%	233
2024 Q3	–	Sell	-2,567	Closed	-$201K	–	278
2024 Q2	$201K	Hold	2,567	–	–	0.03%	312
2024 Q1	$205K	Buy	+2,567	New	+$196K	0.03%	301
2022 Q3	–	Sell	-3,485	Closed	-$218K	–	291
2022 Q2	$218K	Sell	3,485 -253	-7%	-$17.2K	0.05%	266
2022 Q1	$275K	Buy	3,738 +60	+2%	+$4.49K	0.05%	265
2021 Q4	$289K	Buy	3,678 +890	+32%	+$70.5K	0.05%	261
2021 Q3	$217K	Buy	+2,788	New	+$223K	0.05%	214

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

Lake Street Private Wealth's EFA Position: Q2 2026 in Review

Lake Street Private Wealth increased its iShares MSCI EAFE ETF (EFA) stake by 0.09% in Q2 2026, buying an estimated $309 and bringing the position to 3,232 shares worth $336K. The position accounts for 0.04% of the portfolio, ranked #215.

Lake Street Private Wealth first reported a position in EFA in Q3 2021 and has held it in 11 quarters since. 2,270 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Lake Street Private Wealth held 3,232 shares of iShares MSCI EAFE ETF worth $336K as of Q2 2026.
Lake Street Private Wealth bought 3 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $309.
iShares MSCI EAFE ETF made up 0.04% of Lake Street Private Wealth's portfolio in Q2 2026, its #215 holding.
Lake Street Private Wealth first reported a position in iShares MSCI EAFE ETF in Q3 2021 and has held it in 11 quarters since.
2,270 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.