Lee Financial’s iShares MSCI EAFE ETF EFA Stock Holding History

Lee Financial’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	$211K	Buy	+2,031	New	+$209K	0.03%	156
2024 Q1	–	Sell	-833	Closed	-$62.8K	–	360
2023 Q4	$62.8K	Buy	833 +195	+31%	+$13.8K	0.01%	213
2023 Q3	$44K	Sell	638 -101	-14%	-$7.24K	0.01%	232
2023 Q2	$53.6K	Buy	739 +300	+68%	+$21.8K	0.01%	215
2023 Q1	$31.4K	Buy	439 +44	+11%	+$3.08K	0.01%	267
2022 Q4	$25.9K	Hold	395	–	–	﹤0.01%	311
2022 Q3	$22K	Hold	395	–	–	﹤0.01%	320
2022 Q2	$25K	Hold	395	–	–	﹤0.01%	307
2022 Q1	$29K	Hold	395	–	–	0.01%	287
2021 Q4	$31K	Hold	395	–	–	0.01%	306
2021 Q3	$31K	Hold	395	–	–	0.01%	271
2021 Q2	$31K	Buy	+395	New	+$31.4K	0.01%	267
2021 Q1	–	Sell	-67	Closed	-$5K	–	492
2020 Q4	$5K	Hold	67	–	–	﹤0.01%	423
2020 Q3	$4K	Hold	67	–	–	﹤0.01%	474
2020 Q2	$4K	Hold	67	–	–	﹤0.01%	445
2020 Q1	$4K	Hold	67	–	–	﹤0.01%	396
2019 Q4	$5K	Hold	67	–	–	﹤0.01%	411
2019 Q3	$4K	Sell	67 -4,016	-98%	-$259K	﹤0.01%	437
2019 Q2	$268K	Sell	4,083 -81	-2%	-$5.3K	0.06%	115
2019 Q1	$270K	Sell	4,164 -154	-4%	-$9.7K	0.06%	111
2018 Q4	$254K	Hold	4,318	–	–	0.07%	106
2018 Q3	$294K	Hold	4,318	–	–	0.07%	105
2018 Q2	$289K	Buy	4,318 +154	+4%	+$10.8K	0.07%	127
2018 Q1	$290K	Buy	4,164 +3,926	+1,650%	+$280K	0.07%	130
2017 Q4	$17K	Hold	238	–	–	﹤0.01%	267
2017 Q3	$16K	Hold	238	–	–	0.01%	264
2017 Q2	$16K	Sell	238 -924	-80%	-$59.8K	0.01%	265
2017 Q1	$72K	Hold	1,162	–	–	0.03%	155
2016 Q4	$67K	Buy	+1,162	New	+$67K	0.04%	158

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

Lee Financial's EFA Position: Q2 2026 in Review

Lee Financial opened a new position in iShares MSCI EAFE ETF (EFA) in Q2 2026: 2,031 shares worth $211K. The stake represents 0.03% of the portfolio and ranks #156 among its holdings. This is a return to the name: Lee Financial previously reported a position in EFA as recently as Q4 2023.

Lee Financial first reported a position in EFA in Q4 2016 and has held it in 29 quarters since. The position peaked at $294K in Q3 2018. 2,264 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Lee Financial held 2,031 shares of iShares MSCI EAFE ETF worth $211K as of Q2 2026.
iShares MSCI EAFE ETF was a new Lee Financial position in Q2 2026.
iShares MSCI EAFE ETF made up 0.03% of Lee Financial's portfolio in Q2 2026, its #156 holding.
Lee Financial first reported a position in iShares MSCI EAFE ETF in Q4 2016 and has held it in 29 quarters since.
Lee Financial's iShares MSCI EAFE ETF position peaked at $294K in Q3 2018.
2,264 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Lee Financial's 13F filing for Q2 2026, filed 22 Jul 2026.