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

LifeSteps 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 		$38.2K Buy
+368
New +$37.9K 0.02% 244
2024
Q2 		– Sell
-83
Closed -$6.63K – 179
2024
Q1 		$6.63K Buy
+83
New +$6.35K 0.01% 327
2020
Q1 		– Sell
-9,594
Closed -$666K – 82
2019
Q4 		$666K Buy
+9,594
New +$648K 0.63% 37

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
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
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
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

LifeSteps Financial's EFA Position: Q2 2026 in Review

LifeSteps Financial opened a new position in iShares MSCI EAFE ETF (EFA) in Q2 2026: 368 shares worth $38.2K. The stake represents 0.02% of the portfolio and ranks #244 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in EFA as recently as Q1 2024.

LifeSteps Financial first reported a position in EFA in Q4 2019 and has held it in 3 quarters since. The position peaked at $666K in Q4 2019. 1,027 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • LifeSteps Financial held 368 shares of iShares MSCI EAFE ETF worth $38.2K as of Q2 2026.
  • iShares MSCI EAFE ETF was a new LifeSteps Financial position in Q2 2026.
  • iShares MSCI EAFE ETF made up 0.02% of LifeSteps Financial's portfolio in Q2 2026, its #244 holding.
  • LifeSteps Financial first reported a position in iShares MSCI EAFE ETF in Q4 2019 and has held it in 3 quarters since.
  • LifeSteps Financial's iShares MSCI EAFE ETF position peaked at $666K in Q4 2019.
  • 1,027 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.