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

Lake Street Private Wealth’s Portfolio IEFA Stock Details IEFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$501K	Buy	5,188 +93	+2%	+$8.93K	0.06%	178
2026 Q1	$461K	Buy	5,095 +129	+3%	+$12K	0.06%	174
2025 Q4	$444K	Buy	4,966 +96	+2%	+$8.49K	0.05%	188
2025 Q3	$425K	Buy	4,870 +1	+0%	+$85	0.05%	190
2025 Q2	$407K	Buy	4,869 +140	+3%	+$11.1K	0.06%	184
2025 Q1	$358K	Sell	4,729 -605	-11%	-$45.2K	0.06%	180
2024 Q4	$375K	Buy	5,334 +85	+2%	+$6.27K	0.06%	174
2024 Q3	$410K	Sell	5,249 -6,800	-56%	-$509K	0.07%	184
2024 Q2	$875K	Sell	12,049 -92	-0.8%	-$6.77K	0.11%	158
2024 Q1	$901K	Sell	12,141 -649	-5%	-$46.2K	0.12%	152
2023 Q4	$900K	Sell	12,790 -936	-7%	-$61.7K	0.14%	139
2023 Q3	$886K	Sell	13,726 -29	-0.2%	-$1.94K	0.16%	131
2023 Q2	$928K	Buy	13,755 +37	+0.3%	+$2.51K	0.16%	134
2023 Q1	$917K	Sell	13,718 -2,357	-15%	-$155K	0.17%	134
2022 Q4	$991K	Sell	16,075 -8,123	-34%	-$478K	0.2%	125
2022 Q3	$1.27M	Sell	24,198 -5,695	-19%	-$335K	0.29%	97
2022 Q2	$1.76M	Sell	29,893 -3,326	-10%	-$213K	0.37%	78
2022 Q1	$2.31M	Sell	33,219 -620	-2%	-$43.9K	0.41%	71
2021 Q4	$2.53M	Buy	33,839 +11,148	+49%	+$838K	0.44%	61
2021 Q3	$1.69M	Buy	22,691 +2,052	+10%	+$156K	0.41%	72
2021 Q2	$1.55M	Sell	20,639 -486	-2%	-$36.7K	0.39%	74
2021 Q1	$1.52M	Buy	21,125 +709	+3%	+$50.7K	0.42%	70
2020 Q4	$1.41M	Buy	20,416 +16,954	+490%	+$1.1M	0.41%	70
2020 Q3	$209K	Sell	3,462 -297	-8%	-$17.9K	0.07%	154
2020 Q2	$214K	Buy	+3,759	New	+$204K	0.08%	147
2020 Q1	–	Sell	-8,005	Closed	-$522K	–	153
2019 Q4	$522K	Buy	8,005 +745	+10%	+$47.3K	0.2%	111
2019 Q3	$443K	Buy	7,260 +1,273	+21%	+$76.8K	0.2%	103
2019 Q2	$368K	Buy	5,987 +1,157	+24%	+$70.9K	0.22%	90
2019 Q1	$294K	Buy	+4,830	New	+$285K	0.2%	87

Other funds holding IEFA

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Lake Street Private Wealth increased its iShares Core MSCI EAFE ETF (IEFA) stake by 1.8% in Q2 2026, buying an estimated $8.93K and bringing the position to 5,188 shares worth $501K. The position accounts for 0.06% of the portfolio, ranked #178.

Lake Street Private Wealth first reported a position in IEFA in Q1 2019 and has held it in 29 quarters since. The position peaked at $2.53M in Q4 2021. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Lake Street Private Wealth held 5,188 shares of iShares Core MSCI EAFE ETF worth $501K as of Q2 2026.
Lake Street Private Wealth bought 93 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $8.93K.
iShares Core MSCI EAFE ETF made up 0.06% of Lake Street Private Wealth's portfolio in Q2 2026, its #178 holding.
Lake Street Private Wealth first reported a position in iShares Core MSCI EAFE ETF in Q1 2019 and has held it in 29 quarters since.
Lake Street Private Wealth's iShares Core MSCI EAFE ETF position peaked at $2.53M in Q4 2021.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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