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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
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

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

Lighthouse Financial's EFA Position: Q1 2026 in Review

Lighthouse Financial reduced its iShares MSCI EAFE ETF (EFA) stake by 7.5% in Q1 2026, selling an estimated $178K and leaving 22,085 shares worth $2.15M. The position accounts for 1.29% of the portfolio, ranked #21.

Lighthouse Financial first reported a position in EFA in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.29M in Q4 2025. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Lighthouse Financial held 22,085 shares of iShares MSCI EAFE ETF worth $2.15M as of Q1 2026.
  • Lighthouse Financial sold 1,780 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $178K.
  • iShares MSCI EAFE ETF made up 1.29% of Lighthouse Financial's portfolio in Q1 2026, its #21 holding.
  • Lighthouse Financial first reported a position in iShares MSCI EAFE ETF in Q4 2024 and has held it in 6 quarters since.
  • Lighthouse Financial's iShares MSCI EAFE ETF position peaked at $2.29M in Q4 2025.
  • 2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Lighthouse Financial's 13F filing for Q1 2026, filed 14 May 2026.