Walled Lake Planning & Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Walled Lake Planning & 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
2025 Q2	–	Sell	-3,304	Closed	-$270K	–	142
2025 Q1	$270K	Sell	3,304 -2,180	-40%	-$176K	0.1%	109
2024 Q4	$415K	Hold	5,484	–	–	0.15%	79
2024 Q3	$459K	Sell	5,484 -102	-2%	-$8.21K	0.17%	71
2024 Q2	$438K	Buy	+5,586	New	+$442K	0.18%	64

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Walled Lake Planning & Wealth Management's EFA Position: Q2 2025 in Review

Walled Lake Planning & Wealth Management sold out of iShares MSCI EAFE ETF (EFA) in Q2 2025, closing a stake of 3,304 shares — an estimated $270K sold.

Walled Lake Planning & Wealth Management first reported a position in EFA in Q2 2024 and held it in 4 quarters. The position peaked at $459K in Q3 2024. 2,025 funds tracked by Wall St. Rank hold EFA as of Q2 2025.

Walled Lake Planning & Wealth Management reported no remaining iShares MSCI EAFE ETF position as of Q2 2025 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 3,304 iShares MSCI EAFE ETF shares in Q2 2025, an estimated $270K.
Walled Lake Planning & Wealth Management first reported a position in iShares MSCI EAFE ETF in Q2 2024 and held it in 4 quarters.
Walled Lake Planning & Wealth Management's iShares MSCI EAFE ETF position peaked at $459K in Q3 2024.
2,025 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2025.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2025, filed 12 Aug 2025.