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Lutz Financial Services’s iShares MSCI EAFE ETF EFA Stock Holding History

Lutz Financial Services’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 		$788K Sell
8,109
-18
-0.2% -$1.8K 0.05% 66
2025
Q4 		$780K Buy
8,127
+4,789
+143% +$454K 0.05% 68
2025
Q3 		$312K Hold
3,338
– – 0.02% 86
2025
Q2 		$298K Hold
3,338
– – 0.02% 85
2025
Q1 		$273K Sell
3,338
-18
-0.5% -$1.45K 0.02% 83
2024
Q4 		$254K Hold
3,356
– – 0.02% 85
2024
Q3 		$281K Hold
3,356
– – 0.02% 80
2024
Q2 		$263K Hold
3,356
– – 0.02% 82
2024
Q1 		$268K Sell
3,356
-9
-0.3% -$688 0.02% 80
2023
Q4 		$254K Hold
3,365
– – 0.02% 80
2023
Q3 		$232K Sell
3,365
-96
-3% -$6.88K 0.03% 75
2023
Q2 		$251K Buy
3,461
+67
+2% +$4.87K 0.03% 75
2023
Q1 		$243K Sell
3,394
-912
-21% -$63.8K 0.03% 74
2022
Q4 		$283K Hold
4,306
– – 0.03% 69
2022
Q3 		$241K Hold
4,306
– – 0.03% 67
2022
Q2 		$269K Buy
+4,306
New +$293K 0.04% 64
2020
Q2 		– Sell
-17,917
Closed -$958K – 59
2020
Q1 		$958K Sell
17,917
-30,770
-63% -$1.95M 0.21% 46
2019
Q4 		$3.38M Buy
48,687
+43
+0.1% +$2.9K 0.6% 33
2019
Q3 		$3.17M Sell
48,644
-693
-1% -$44.7K 0.61% 32
2019
Q2 		$3.24M Sell
49,337
-39
-0.1% -$2.55K 0.63% 32
2019
Q1 		$3.2M Sell
49,376
-5,051
-9% -$318K 0.65% 27
2018
Q4 		$3.2M Buy
54,427
+5,449
+11% +$340K 0.71% 29
2018
Q3 		$3.33M Buy
48,978
+11,315
+30% +$764K 0.74% 24
2018
Q2 		$2.52M Sell
37,663
-385
-1% -$27K 0.72% 23
2018
Q1 		$2.65M Sell
38,048
-169
-0.4% -$12.1K 0.78% 23
2017
Q4 		$2.69M Buy
+38,217
New +$2.66M 0.78% 24

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

Lutz Financial Services's EFA Position: Q1 2026 in Review

Lutz Financial Services reduced its iShares MSCI EAFE ETF (EFA) stake by 0.22% in Q1 2026, selling an estimated $1.8K and leaving 8,109 shares worth $788K. The position accounts for 0.05% of the portfolio, ranked #66.

Lutz Financial Services first reported a position in EFA in Q4 2017 and has held it in 26 quarters since. The position peaked at $3.38M in Q4 2019. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Lutz Financial Services held 8,109 shares of iShares MSCI EAFE ETF worth $788K as of Q1 2026.
  • Lutz Financial Services sold 18 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $1.8K.
  • iShares MSCI EAFE ETF made up 0.05% of Lutz Financial Services's portfolio in Q1 2026, its #66 holding.
  • Lutz Financial Services first reported a position in iShares MSCI EAFE ETF in Q4 2017 and has held it in 26 quarters since.
  • Lutz Financial Services's iShares MSCI EAFE ETF position peaked at $3.38M in Q4 2019.
  • 2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Lutz Financial Services's 13F filing for Q1 2026, filed 4 May 2026.