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

Lake Point 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
2022 Q2	$25K	Hold	405	–	–	0.01%	100
2022 Q1	$30K	Hold	405	–	–	0.01%	91
2021 Q4	$32K	Hold	405	–	–	0.01%	91
2021 Q3	$32K	Hold	405	–	–	0.01%	80
2021 Q2	$32K	Buy	+405	New	+$32.2K	0.01%	89
2020 Q1	$30K	Buy	559 +71	+15%	+$4.51K	0.03%	69
2019 Q4	$34K	Buy	+488	New	+$33K	0.01%	150
2019 Q2	$13K	Hold	204	–	–	﹤0.01%	292
2019 Q1	$13K	Buy	204 +54	+36%	+$3.4K	﹤0.01%	292
2018 Q4	$9K	Buy	+150	New	+$9.37K	﹤0.01%	477

Other funds holding EFA

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

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

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

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

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

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Lake Point Wealth Management's EFA Position: Q2 2022 in Review

Lake Point Wealth Management held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2022 at 405 shares worth $25K. The position accounts for 0.01% of the portfolio, ranked #100.

Lake Point Wealth Management first reported a position in EFA in Q4 2018 and has held it in 10 quarters since. The position peaked at $34K in Q4 2019. 1,675 funds tracked by Wall St. Rank hold EFA as of Q2 2022.

Lake Point Wealth Management held 405 shares of iShares MSCI EAFE ETF worth $25K as of Q2 2022.
Lake Point Wealth Management left its iShares MSCI EAFE ETF share count unchanged in Q2 2022.
iShares MSCI EAFE ETF made up 0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #100 holding.
Lake Point Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's iShares MSCI EAFE ETF position peaked at $34K in Q4 2019.
1,675 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.