Lyell Wealth Management
EFA icon

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
Q3 		$2M Hold
19,286
– – 0.12% 101
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

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
New York University
New York University New York $314M AUM 25.02% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
WoodTrust Financial
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
iA Global Asset Management
iA Global Asset Management Quebec, Quebec, Canada $8.54B AUM 39.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Lyell Wealth Management's EFA Position: Q3 2026 in Review

Lyell Wealth Management held its iShares MSCI EAFE ETF (EFA) position steady in Q3 2026 at 19,286 shares worth $2M. The position accounts for 0.12% of the portfolio, ranked #101.

Lyell Wealth Management first reported a position in EFA in Q4 2020 and has held it in 19 quarters since. The position peaked at $3.53M in Q2 2023. 1,223 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

  • Lyell Wealth Management held 19,286 shares of iShares MSCI EAFE ETF worth $2M as of Q3 2026.
  • Lyell Wealth Management left its iShares MSCI EAFE ETF share count unchanged in Q3 2026.
  • iShares MSCI EAFE ETF made up 0.12% of Lyell Wealth Management's portfolio in Q3 2026, its #101 holding.
  • Lyell Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2020 and has held it in 19 quarters since.
  • Lyell Wealth Management's iShares MSCI EAFE ETF position peaked at $3.53M in Q2 2023.
  • 1,223 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on Lyell Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.