LVW Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

LVW 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
2026 Q3	$294K	Hold	2,832	–	–	0.02%	376
2026 Q2	$294K	Hold	2,832	–	–	0.03%	354
2026 Q1	$275K	Hold	2,832	–	–	0.03%	352
2025 Q4	$272K	Hold	2,832	–	–	0.03%	287
2025 Q3	$264K	Buy	+2,832	New	+$257K	0.03%	296
2022 Q1	–	Sell	-2,543	Closed	-$200K	–	236
2021 Q4	$200K	Buy	+2,543	New	+$201K	0.03%	236
2021 Q3	–	Sell	-2,588	Closed	-$204K	–	244
2021 Q2	$204K	Sell	2,588 -237	-8%	-$18.8K	0.04%	215
2021 Q1	$214K	Buy	+2,825	New	+$213K	0.04%	201
2016 Q1	–	Sell	-41,915	Closed	-$2.46M	–	156
2015 Q4	$2.46M	Buy	41,915 +14,575	+53%	+$878K	0.96%	28
2015 Q3	$1.57M	Buy	+27,340	New	+$1.69M	0.72%	40

Other funds holding EFA

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

AlTi Global New York $4.86B AUM 17.35% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

LVW Advisors's EFA Position: Q3 2026 in Review

LVW Advisors held its iShares MSCI EAFE ETF (EFA) position steady in Q3 2026 at 2,832 shares worth $294K. The position accounts for 0.02% of the portfolio, ranked #376.

LVW Advisors first reported a position in EFA in Q3 2015 and has held it in 10 quarters since. The position peaked at $2.46M in Q4 2015. 1,833 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

LVW Advisors held 2,832 shares of iShares MSCI EAFE ETF worth $294K as of Q3 2026.
LVW Advisors left its iShares MSCI EAFE ETF share count unchanged in Q3 2026.
iShares MSCI EAFE ETF made up 0.02% of LVW Advisors's portfolio in Q3 2026, its #376 holding.
LVW Advisors first reported a position in iShares MSCI EAFE ETF in Q3 2015 and has held it in 10 quarters since.
LVW Advisors's iShares MSCI EAFE ETF position peaked at $2.46M in Q4 2015.
1,833 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.