Lee Financial
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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
Q3 		$211K Hold
2,031
– – 0.03% 149
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

Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
New York University
New York University New York $314M AUM 25.02% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
WoodTrust Financial
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Lee Financial's EFA Position: Q3 2026 in Review

Lee Financial held its iShares MSCI EAFE ETF (EFA) position steady in Q3 2026 at 2,031 shares worth $211K. The position accounts for 0.03% of the portfolio, ranked #149.

Lee Financial first reported a position in EFA in Q4 2016 and has held it in 30 quarters since. The position peaked at $294K in Q3 2018. 773 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

  • Lee Financial held 2,031 shares of iShares MSCI EAFE ETF worth $211K as of Q3 2026.
  • Lee Financial left its iShares MSCI EAFE ETF share count unchanged in Q3 2026.
  • iShares MSCI EAFE ETF made up 0.03% of Lee Financial's portfolio in Q3 2026, its #149 holding.
  • Lee Financial first reported a position in iShares MSCI EAFE ETF in Q4 2016 and has held it in 30 quarters since.
  • Lee Financial's iShares MSCI EAFE ETF position peaked at $294K in Q3 2018.
  • 773 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on Lee Financial's 13F filing for Q3 2026, filed 16 Oct 2026.