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Lewis Asset Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Lewis Asset 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 		$516K Buy
4,969
+296
+6% +$30.4K 0.18% 124
2026
Q1 		$454K Buy
+4,673
New +$468K 0.19% 123

Other funds holding EFA

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
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
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Lewis Asset Management's EFA Position: Q2 2026 in Review

Lewis Asset Management increased its iShares MSCI EAFE ETF (EFA) stake by 6.3% in Q2 2026, buying an estimated $30.4K and bringing the position to 4,969 shares worth $516K. The position accounts for 0.18% of the portfolio, ranked #124.

Lewis Asset Management first reported a position in EFA in Q1 2026 and has held it in 2 quarters since. 1,093 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Lewis Asset Management held 4,969 shares of iShares MSCI EAFE ETF worth $516K as of Q2 2026.
  • Lewis Asset Management bought 296 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $30.4K.
  • iShares MSCI EAFE ETF made up 0.18% of Lewis Asset Management's portfolio in Q2 2026, its #124 holding.
  • Lewis Asset Management first reported a position in iShares MSCI EAFE ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,093 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Lewis Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.