LSA
EFA icon

L & S Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

L & S 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
2022
Q2 		– Sell
-8,194
Closed -$603K – 253
2022
Q1 		$603K Sell
8,194
-380
-4% -$28.4K 0.07% 191
2021
Q4 		$675K Sell
8,574
-911
-10% -$72.1K 0.07% 200
2021
Q3 		$740K Buy
9,485
+264
+3% +$21.1K 0.08% 214
2021
Q2 		$727K Sell
9,221
-104
-1% -$8.26K 0.08% 223
2021
Q1 		$707K Sell
9,325
-533
-5% -$40.1K 0.08% 234
2020
Q4 		$719K Buy
9,858
+55
+0.6% +$3.76K 0.08% 220
2020
Q3 		$624K Sell
9,803
-39
-0.4% -$2.5K 0.09% 211
2020
Q2 		$599K Sell
9,842
-276
-3% -$16K 0.09% 212
2020
Q1 		$541K Sell
10,118
-1,751
-15% -$111K 0.1% 164
2019
Q4 		$824K Sell
11,869
-756
-6% -$51.1K 0.11% 168
2019
Q3 		$823K Buy
12,625
+3,301
+35% +$213K 0.12% 195
2019
Q2 		$613K Buy
9,324
+179
+2% +$11.7K 0.08% 218
2019
Q1 		$593K Sell
9,145
-9,038
-50% -$569K 0.08% 219
2018
Q4 		$1.07M Buy
+18,183
New +$1.14M 0.2% 96

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

L & S Advisors's EFA Position: Q2 2022 in Review

L & S Advisors sold out of iShares MSCI EAFE ETF (EFA) in Q2 2022, closing a stake of 8,194 shares — an estimated $603K sold.

L & S Advisors first reported a position in EFA in Q4 2018 and held it in 14 quarters. The position peaked at $1.07M in Q4 2018. 1,675 funds tracked by Wall St. Rank hold EFA as of Q2 2022.

  • L & S Advisors reported no remaining iShares MSCI EAFE ETF position as of Q2 2022 after selling out during the quarter.
  • L & S Advisors sold 8,194 iShares MSCI EAFE ETF shares in Q2 2022, an estimated $603K.
  • L & S Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2018 and held it in 14 quarters.
  • L & S Advisors's iShares MSCI EAFE ETF position peaked at $1.07M in Q4 2018.
  • 1,675 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2022.

Based on L & S Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.