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Lifeworks Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Lifeworks Advisors’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 		$701K Buy
7,212
+1,649
+30% +$165K 0.09% 159
2025
Q4 		$534K Sell
5,563
-3,564
-39% -$338K 0.07% 204
2025
Q3 		$852K Buy
9,127
+64
+0.7% +$5.82K 0.11% 146
2025
Q2 		$810K Hold
9,063
– – 0.12% 149
2025
Q1 		$741K Buy
9,063
+1,398
+18% +$113K 0.12% 149
2024
Q4 		$580K Sell
7,665
-1,000
-12% -$79.2K 0.1% 152
2024
Q3 		$725K Hold
8,665
– – 0.14% 138
2024
Q2 		$679K Hold
8,665
– – 0.19% 112
2024
Q1 		$692K Buy
8,665
+1,300
+18% +$99.4K 0.19% 110
2023
Q4 		$555K Sell
7,365
-4,500
-38% -$318K 0.19% 108
2023
Q3 		$818K Sell
11,865
-1,130
-9% -$80.9K 0.32% 88
2023
Q2 		$942K Sell
12,995
-500
-4% -$36.3K 0.4% 78
2023
Q1 		$965K Sell
13,495
-200
-1% -$14K 0.46% 79
2022
Q4 		$899K Buy
13,695
+400
+3% +$25.1K 0.51% 70
2022
Q3 		$789K Sell
13,295
-967
-7% -$60.3K 0.45% 79
2022
Q2 		$891K Sell
14,262
-1,200
-8% -$81.7K 0.56% 59
2022
Q1 		$1.14M Sell
15,462
-25,200
-62% -$1.88M 0.75% 39
2021
Q4 		$3.2M Buy
+40,662
New +$3.22M 2.55% 10

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lifeworks Advisors's EFA Position: Q1 2026 in Review

Lifeworks Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 30% in Q1 2026, buying an estimated $165K and bringing the position to 7,212 shares worth $701K. The position accounts for 0.09% of the portfolio, ranked #159.

Lifeworks Advisors first reported a position in EFA in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.2M in Q4 2021. 2,202 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Lifeworks Advisors held 7,212 shares of iShares MSCI EAFE ETF worth $701K as of Q1 2026.
  • Lifeworks Advisors bought 1,649 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $165K.
  • iShares MSCI EAFE ETF made up 0.09% of Lifeworks Advisors's portfolio in Q1 2026, its #159 holding.
  • Lifeworks Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2021 and has held it in 18 quarters since.
  • Lifeworks Advisors's iShares MSCI EAFE ETF position peaked at $3.2M in Q4 2021.
  • 2,202 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.