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Lakeshore Financial Planning’s iShares MSCI EAFE ETF EFA Stock Holding History

Lakeshore Financial Planning’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 		$630K Hold
6,068
– – 0.2% 36
2026
Q1 		$589K Hold
6,068
– – 0.21% 36
2025
Q4 		$583K Hold
6,068
– – 0.21% 35
2025
Q3 		$567K Hold
6,068
– – 0.21% 37
2025
Q2 		$542K Hold
6,068
– – 0.22% 36
2025
Q1 		$496K Hold
6,068
– – 0.21% 35
2024
Q4 		$459K Hold
6,068
– – 0.2% 34
2024
Q3 		$507K Hold
6,068
– – 0.22% 32
2024
Q2 		$475K Hold
6,068
– – 0.23% 31
2024
Q1 		$485K Hold
6,068
– – 0.25% 29
2023
Q4 		$457K Hold
6,068
– – 0.25% 28
2023
Q3 		$418K Buy
+6,068
New +$435K 0.24% 34

Other funds holding EFA

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return
BCM
Becker Capital Management Portland, Oregon $3.72B AUM 31.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

Lakeshore Financial Planning's EFA Position: Q2 2026 in Review

Lakeshore Financial Planning held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2026 at 6,068 shares worth $630K. The position accounts for 0.2% of the portfolio, ranked #36.

Lakeshore Financial Planning first reported a position in EFA in Q3 2023 and has held it in 12 quarters since. 1,148 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Lakeshore Financial Planning held 6,068 shares of iShares MSCI EAFE ETF worth $630K as of Q2 2026.
  • Lakeshore Financial Planning left its iShares MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE ETF made up 0.2% of Lakeshore Financial Planning's portfolio in Q2 2026, its #36 holding.
  • Lakeshore Financial Planning first reported a position in iShares MSCI EAFE ETF in Q3 2023 and has held it in 12 quarters since.
  • 1,148 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Lakeshore Financial Planning's 13F filing for Q2 2026, filed 13 Jul 2026.