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

Lodestar Private 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 Q2	$9.9M	Buy	95,299 +2,390	+3%	+$246K	0.86%	32
2026 Q1	$9.02M	Buy	92,909 +944	+1%	+$94.5K	0.89%	33
2025 Q4	$8.83M	Buy	91,965 +766	+0.8%	+$72.7K	0.89%	34
2025 Q3	$8.52M	Buy	91,199 +4,493	+5%	+$408K	0.89%	35
2025 Q2	$7.75M	Buy	86,706 +8,661	+11%	+$739K	0.89%	35
2025 Q1	$6.38M	Buy	78,045 +7,561	+11%	+$609K	0.8%	37
2024 Q4	$5.33M	Buy	70,484 +3,618	+5%	+$287K	0.67%	41
2024 Q3	$5.59M	Buy	66,866 +1,295	+2%	+$104K	0.71%	40
2024 Q2	$5.14M	Buy	65,571 +4,596	+8%	+$364K	0.71%	41
2024 Q1	$4.87M	Buy	60,975 +1,414	+2%	+$108K	0.69%	40
2023 Q4	$4.49M	Sell	59,561 -362	-0.6%	-$25.6K	0.69%	40
2023 Q3	$4.13M	Sell	59,923 -2,736	-4%	-$196K	0.71%	41
2023 Q2	$4.54M	Sell	62,659 -2,762	-4%	-$201K	0.76%	34
2023 Q1	$4.68M	Sell	65,421 -3,063	-4%	-$214K	0.84%	33
2022 Q4	$4.5M	Buy	+68,484	New	+$4.29M	0.86%	30

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

Lodestar Private Asset Management's EFA Position: Q2 2026 in Review

Lodestar Private Asset Management increased its iShares MSCI EAFE ETF (EFA) stake by 2.6% in Q2 2026, buying an estimated $246K and bringing the position to 95,299 shares worth $9.9M. The position accounts for 0.86% of the portfolio, ranked #32.

Lodestar Private Asset Management first reported a position in EFA in Q4 2022 and has held it in 15 quarters since. 2,264 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Lodestar Private Asset Management held 95,299 shares of iShares MSCI EAFE ETF worth $9.9M as of Q2 2026.
Lodestar Private Asset Management bought 2,390 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $246K.
iShares MSCI EAFE ETF made up 0.86% of Lodestar Private Asset Management's portfolio in Q2 2026, its #32 holding.
Lodestar Private Asset Management first reported a position in iShares MSCI EAFE ETF in Q4 2022 and has held it in 15 quarters since.
2,264 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Lodestar Private Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.