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

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

Lakeridge Wealth Management's EFA Position: Q2 2026 in Review

Lakeridge Wealth Management increased its iShares MSCI EAFE ETF (EFA) stake by 1.1% in Q2 2026, buying an estimated $4.22K and bringing the position to 3,802 shares worth $395K. The position accounts for 0.14% of the portfolio, ranked #123.

Lakeridge Wealth Management first reported a position in EFA in Q4 2023 and has held it in 10 quarters since. 2,264 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Lakeridge Wealth Management held 3,802 shares of iShares MSCI EAFE ETF worth $395K as of Q2 2026.
Lakeridge Wealth Management bought 41 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $4.22K.
iShares MSCI EAFE ETF made up 0.14% of Lakeridge Wealth Management's portfolio in Q2 2026, its #123 holding.
Lakeridge Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2023 and has held it in 10 quarters since.
2,264 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.