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 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 $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lodestar Private Asset Management's EFA Position: Q1 2026 in Review

Lodestar Private Asset Management increased its iShares MSCI EAFE ETF (EFA) stake by 1% in Q1 2026, buying an estimated $94.5K and bringing the position to 92,909 shares worth $9.02M. The position accounts for 0.89% of the portfolio, ranked #33.

Lodestar Private Asset Management first reported a position in EFA in Q4 2022 and has held it in 14 quarters since. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Lodestar Private Asset Management held 92,909 shares of iShares MSCI EAFE ETF worth $9.02M as of Q1 2026.
Lodestar Private Asset Management bought 944 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $94.5K.
iShares MSCI EAFE ETF made up 0.89% of Lodestar Private Asset Management's portfolio in Q1 2026, its #33 holding.
Lodestar Private Asset Management first reported a position in iShares MSCI EAFE ETF in Q4 2022 and has held it in 14 quarters since.
2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Lodestar Private Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.