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
2022 Q1	–	Sell	-2,800	Closed	-$220K	–	328
2021 Q4	$220K	Hold	2,800	–	–	0.04%	301
2021 Q3	$218K	Buy	+2,800	New	+$224K	0.05%	212

Other funds holding EFA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lake Street Private Wealth's EFA Position: Q1 2026 in Review

Lake Street Private Wealth increased its iShares MSCI EAFE ETF (EFA) stake by 8.4% in Q1 2026, buying an estimated $25K and bringing the position to 3,229 shares worth $314K. The position accounts for 0.04% of the portfolio, ranked #208.

Lake Street Private Wealth first reported a position in EFA in Q3 2021 and has held it in 10 quarters since. 2,204 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Lake Street Private Wealth held 3,229 shares of iShares MSCI EAFE ETF worth $314K as of Q1 2026.
Lake Street Private Wealth bought 250 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $25K.
iShares MSCI EAFE ETF made up 0.04% of Lake Street Private Wealth's portfolio in Q1 2026, its #208 holding.
Lake Street Private Wealth first reported a position in iShares MSCI EAFE ETF in Q3 2021 and has held it in 10 quarters since.
2,204 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Lake Street Private Wealth's 13F filing for Q1 2026, filed 13 Apr 2026.