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Lyell Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Lyell Wealth 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
Q2 		$2M Sell
19,286
-55
-0.3% -$5.66K 0.12% 99
2026
Q1 		$1.88M Buy
19,341
+2,830
+17% +$283K 0.14% 96
2025
Q4 		$1.59M Sell
16,511
-31
-0.2% -$2.94K 0.11% 94
2025
Q3 		$1.54M Sell
16,542
-458
-3% -$41.6K 0.11% 96
2025
Q2 		$1.52M Sell
17,000
-1,788
-10% -$153K 0.12% 99
2025
Q1 		$1.54M Sell
18,788
-3,022
-14% -$244K 0.14% 102
2024
Q4 		$1.65M Sell
21,810
-7,141
-25% -$566K 0.15% 102
2024
Q3 		$2.42M Sell
28,951
-716
-2% -$57.6K 0.22% 93
2024
Q2 		$2.32M Sell
29,667
-4,097
-12% -$325K 0.22% 94
2024
Q1 		$2.7M Sell
33,764
-5,077
-13% -$388K 0.27% 88
2023
Q4 		$2.93M Sell
38,841
-9,170
-19% -$648K 0.33% 81
2023
Q3 		$3.31M Sell
48,011
-623
-1% -$44.6K 0.45% 69
2023
Q2 		$3.53M Buy
48,634
+4,250
+10% +$309K 0.45% 70
2023
Q1 		$3.17M Buy
+44,384
New +$3.1M 0.44% 75
2022
Q4 		– Sell
-5,972
Closed -$334K – 191
2022
Q3 		$334K Buy
5,972
+1,207
+25% +$75.2K 0.06% 154
2022
Q2 		$298K Sell
4,765
-840
-15% -$57.2K 0.05% 160
2022
Q1 		$413K Buy
+5,605
New +$419K 0.05% 149
2021
Q1 		– Sell
-3,925
Closed -$286K – 173
2020
Q4 		$286K Buy
+3,925
New +$268K 0.05% 141

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

Lyell Wealth Management's EFA Position: Q2 2026 in Review

Lyell Wealth Management reduced its iShares MSCI EAFE ETF (EFA) stake by 0.28% in Q2 2026, selling an estimated $5.66K and leaving 19,286 shares worth $2M. The position accounts for 0.12% of the portfolio, ranked #99.

Lyell Wealth Management first reported a position in EFA in Q4 2020 and has held it in 18 quarters since. The position peaked at $3.53M in Q2 2023. 2,267 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Lyell Wealth Management held 19,286 shares of iShares MSCI EAFE ETF worth $2M as of Q2 2026.
  • Lyell Wealth Management sold 55 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $5.66K.
  • iShares MSCI EAFE ETF made up 0.12% of Lyell Wealth Management's portfolio in Q2 2026, its #99 holding.
  • Lyell Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2020 and has held it in 18 quarters since.
  • Lyell Wealth Management's iShares MSCI EAFE ETF position peaked at $3.53M in Q2 2023.
  • 2,267 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Lyell Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.