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

Lifestyle 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
Q1 		– Sell
-27,815
Closed -$2.67M – 144
2025
Q4 		$2.67M Buy
27,815
+8,018
+41% +$760K 0.87% 34
2025
Q3 		$1.85M Buy
19,797
+10,891
+122% +$990K 0.63% 43
2025
Q2 		$796K Buy
+8,906
New +$760K 0.37% 62

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Lifestyle Asset Management's EFA Position: Q1 2026 in Review

Lifestyle Asset Management sold out of iShares MSCI EAFE ETF (EFA) in Q1 2026, closing a stake of 27,815 shares — an estimated $2.67M sold.

Lifestyle Asset Management first reported a position in EFA in Q2 2025 and held it in 3 quarters. The position peaked at $2.67M in Q4 2025. 2,213 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Lifestyle Asset Management reported no remaining iShares MSCI EAFE ETF position as of Q1 2026 after selling out during the quarter.
  • Lifestyle Asset Management sold 27,815 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $2.67M.
  • Lifestyle Asset Management first reported a position in iShares MSCI EAFE ETF in Q2 2025 and held it in 3 quarters.
  • Lifestyle Asset Management's iShares MSCI EAFE ETF position peaked at $2.67M in Q4 2025.
  • 2,213 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Lifestyle Asset Management's 13F filing for Q1 2026, filed 10 Apr 2026.