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

LWM 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 Q2	$14.5M	Sell	139,800 -870	-0.6%	-$89.5K	10.83%	3
2026 Q1	$13.7M	Sell	140,670 -1,699	-1%	-$170K	11.85%	3
2025 Q4	$13.7M	Sell	142,369 -532	-0.4%	-$50.5K	12.02%	3
2025 Q3	$13.3M	Sell	142,901 -247	-0.2%	-$22.5K	11.99%	3
2025 Q2	$12.8M	Buy	143,148 +498	+0.3%	+$42.5K	12.31%	3
2025 Q1	$12.3M	Sell	142,650 -2,239	-2%	-$180K	12.61%	3
2024 Q4	$11M	Buy	+144,889	New	+$11.5M	11%	3

Other funds holding EFA

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

BCM

BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return

RIM

Ryan Investment Management Basalt, Colorado $221M AUM 23.61% 1-Year Est. Return

Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return

HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return

AIFS

A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

LWM Advisors's EFA Position: Q2 2026 in Review

LWM Advisors reduced its iShares MSCI EAFE ETF (EFA) stake by 0.62% in Q2 2026, selling an estimated $89.5K and leaving 139,800 shares worth $14.5M. The position accounts for 10.83% of the portfolio, ranked #3.

LWM Advisors first reported a position in EFA in Q4 2024 and has held it in 7 quarters since. 471 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

LWM Advisors held 139,800 shares of iShares MSCI EAFE ETF worth $14.5M as of Q2 2026.
LWM Advisors sold 870 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $89.5K.
iShares MSCI EAFE ETF made up 10.83% of LWM Advisors's portfolio in Q2 2026, its #3 holding.
LWM Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
471 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on LWM Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.