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

Lighthouse 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	$2.02M	Sell	19,445 -2,359	-11%	-$250K	0.91%	26
2026 Q2	$2.26M	Sell	21,804 -281	-1%	-$28.9K	1.17%	25
2026 Q1	$2.15M	Sell	22,085 -1,780	-7%	-$178K	1.29%	21
2025 Q4	$2.29M	Buy	23,865 +1,500	+7%	+$142K	1.5%	20
2025 Q3	$2.09M	Buy	22,365 +11,275	+102%	+$1.02M	1.38%	20
2025 Q2	$991K	Hold	11,090	–	–	0.76%	27
2025 Q1	$906K	Sell	11,090 -4,300	-28%	-$347K	0.78%	27
2024 Q4	$1.16M	Buy	+15,390	New	+$1.22M	0.95%	23

Other funds holding EFA

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

New York University New York $314M AUM 25.02% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return

iA Global Asset Management Quebec, Quebec, Canada $8.54B AUM 39.73% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return

Lighthouse Financial's EFA Position: Q3 2026 in Review

Lighthouse Financial reduced its iShares MSCI EAFE ETF (EFA) stake by 11% in Q3 2026, selling an estimated $250K and leaving 19,445 shares worth $2.02M. The position accounts for 0.91% of the portfolio, ranked #26.

Lighthouse Financial first reported a position in EFA in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.29M in Q4 2025. 1,080 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

Lighthouse Financial held 19,445 shares of iShares MSCI EAFE ETF worth $2.02M as of Q3 2026.
Lighthouse Financial sold 2,359 iShares MSCI EAFE ETF shares in Q3 2026, an estimated $250K.
iShares MSCI EAFE ETF made up 0.91% of Lighthouse Financial's portfolio in Q3 2026, its #26 holding.
Lighthouse Financial first reported a position in iShares MSCI EAFE ETF in Q4 2024 and has held it in 8 quarters since.
Lighthouse Financial's iShares MSCI EAFE ETF position peaked at $2.29M in Q4 2025.
1,080 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on Lighthouse Financial's 13F filing for Q3 2026, filed 23 Oct 2026.