LJI Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History

LJI Wealth 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 Q2	$513K	Sell	4,935 -935	-16%	-$96.2K	0.07%	111
2026 Q1	$570K	Buy	5,870 +192	+3%	+$19.2K	0.09%	89
2025 Q4	$545K	Hold	5,678	–	–	0.08%	104
2025 Q3	$530K	Hold	5,678	–	–	0.09%	85
2025 Q2	$508K	Sell	5,678 -46	-0.8%	-$3.93K	0.09%	90
2025 Q1	$468K	Sell	5,724 -437	-7%	-$35.2K	0.09%	89
2024 Q4	$466K	Buy	6,161 +312	+5%	+$24.7K	0.09%	95
2024 Q3	$489K	Sell	5,849 -925	-14%	-$74.4K	0.1%	109
2024 Q2	$531K	Hold	6,774	–	–	0.12%	93
2024 Q1	$541K	Hold	6,774	–	–	0.14%	75
2023 Q4	$510K	Buy	6,774 +1,388	+26%	+$98.1K	0.13%	88
2023 Q3	$371K	Buy	5,386 +1,050	+24%	+$75.2K	0.11%	101
2023 Q2	$314K	Sell	4,336 -1,008	-19%	-$73.2K	0.09%	113
2023 Q1	$382K	Buy	5,344 +420	+9%	+$29.4K	0.12%	93
2022 Q4	$323K	Buy	+4,924	New	+$308K	0.11%	92

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

LJI Wealth Management's EFA Position: Q2 2026 in Review

LJI Wealth Management reduced its iShares MSCI EAFE ETF (EFA) stake by 16% in Q2 2026, selling an estimated $96.2K and leaving 4,935 shares worth $513K. The position accounts for 0.07% of the portfolio, ranked #111.

LJI Wealth Management first reported a position in EFA in Q4 2022 and has held it in 15 quarters since. The position peaked at $570K in Q1 2026. 2,261 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

LJI Wealth Management held 4,935 shares of iShares MSCI EAFE ETF worth $513K as of Q2 2026.
LJI Wealth Management sold 935 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $96.2K.
iShares MSCI EAFE ETF made up 0.07% of LJI Wealth Management's portfolio in Q2 2026, its #111 holding.
LJI Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2022 and has held it in 15 quarters since.
LJI Wealth Management's iShares MSCI EAFE ETF position peaked at $570K in Q1 2026.
2,261 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.