Lowe Wealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Lowe Wealth Advisors’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
2025 Q3	$7.19K	Hold	77	–	–	﹤0.01%	269
2025 Q2	$6.88K	Hold	77	–	–	﹤0.01%	269
2025 Q1	$6.29K	Hold	77	–	–	﹤0.01%	273
2024 Q4	$5.82K	Hold	77	–	–	﹤0.01%	264
2024 Q3	$6.44K	Hold	77	–	–	﹤0.01%	244
2024 Q2	$6.03K	Buy	77 +33	+75%	+$2.61K	﹤0.01%	244
2024 Q1	$3.51K	Hold	44	–	–	﹤0.01%	259
2023 Q4	$3.31K	Hold	44	–	–	﹤0.01%	266
2023 Q3	$3.03K	Hold	44	–	–	﹤0.01%	257
2023 Q2	$3.19K	Hold	44	–	–	﹤0.01%	289
2023 Q1	$3.15K	Hold	44	–	–	﹤0.01%	279
2022 Q4	$2.89K	Hold	44	–	–	﹤0.01%	286
2022 Q3	$2K	Hold	44	–	–	﹤0.01%	293
2022 Q2	$3K	Hold	44	–	–	﹤0.01%	260
2022 Q1	$3K	Hold	44	–	–	﹤0.01%	269
2021 Q4	$3K	Hold	44	–	–	﹤0.01%	252
2021 Q3	$3K	Hold	44	–	–	﹤0.01%	244
2021 Q2	$3K	Hold	44	–	–	﹤0.01%	237
2021 Q1	$3K	Hold	44	–	–	﹤0.01%	230
2020 Q4	$3K	Hold	44	–	–	﹤0.01%	222
2020 Q3	$3K	Hold	44	–	–	﹤0.01%	216
2020 Q2	$3K	Hold	44	–	–	﹤0.01%	206
2020 Q1	$2K	Hold	44	–	–	﹤0.01%	233
2019 Q4	$3K	Buy	+44	New	+$2.97K	﹤0.01%	218
2017 Q1	–	Sell	-315	Closed	-$18K	–	225
2016 Q4	$18K	Sell	315 -105	-25%	-$6.05K	0.01%	102
2016 Q3	$25K	Buy	+420	New	+$24.3K	0.02%	87
2015 Q4	–	Sell	-82	Closed	-$5K	–	231
2015 Q3	$5K	Buy	+82	New	+$5.06K	﹤0.01%	154

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

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Lowe Wealth Advisors's EFA Position: Q3 2025 in Review

Lowe Wealth Advisors held its iShares MSCI EAFE ETF (EFA) position steady in Q3 2025 at 77 shares worth $7.19K. The position accounts for ﹤0.01% of the portfolio, ranked #269.

Lowe Wealth Advisors first reported a position in EFA in Q3 2015 and has held it in 27 quarters since. The position peaked at $25K in Q3 2016. 2,040 funds tracked by Wall St. Rank hold EFA as of Q3 2025.

Lowe Wealth Advisors held 77 shares of iShares MSCI EAFE ETF worth $7.19K as of Q3 2025.
Lowe Wealth Advisors left its iShares MSCI EAFE ETF share count unchanged in Q3 2025.
iShares MSCI EAFE ETF made up ﹤0.01% of Lowe Wealth Advisors's portfolio in Q3 2025, its #269 holding.
Lowe Wealth Advisors first reported a position in iShares MSCI EAFE ETF in Q3 2015 and has held it in 27 quarters since.
Lowe Wealth Advisors's iShares MSCI EAFE ETF position peaked at $25K in Q3 2016.
2,040 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.