Lakeridge Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Lakeridge Wealth Management’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	$395K	Buy	3,802 +41	+1%	+$4.22K	0.14%	123
2026 Q1	$365K	Hold	3,761	–	–	0.16%	117
2025 Q4	$361K	Buy	3,761 +47	+1%	+$4.46K	0.16%	116
2025 Q3	$347K	Buy	3,714 +202	+6%	+$18.4K	0.15%	111
2025 Q2	$314K	Sell	3,512 -379	-10%	-$32.4K	0.14%	115
2025 Q1	$318K	Hold	3,891	–	–	0.16%	114
2024 Q4	$294K	Buy	3,891 +1,169	+43%	+$92.6K	0.15%	116
2024 Q3	$228K	Hold	2,722	–	–	0.13%	140
2024 Q2	$213K	Buy	+2,722	New	+$216K	0.13%	137
2024 Q1	–	Sell	-2,663	Closed	-$201K	–	138
2023 Q4	$201K	Buy	+2,663	New	+$188K	0.15%	125

Other funds holding EFA

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return

Ryan Investment Management Basalt, Colorado $221M AUM 23.61% 1-Year Est. Return

Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return

HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return

A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return

Brewster Financial Planning Brooklyn, New York $182M AUM 15.59% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return