Lake Point Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
Other funds holding IEFA
TF
RJA
Lake Point Wealth Management's IEFA Position: Q2 2022 in Review
Lake Point Wealth Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 47% in Q2 2022, buying an estimated $8.53K and bringing the position to 419 shares worth $25K. The position accounts for 0.01% of the portfolio, ranked #101.
Lake Point Wealth Management first reported a position in IEFA in Q4 2018 and has held it in 10 quarters since. The position peaked at $35K in Q4 2021. 1,458 funds tracked by Wall St. Rank hold IEFA as of Q2 2022.
- Lake Point Wealth Management held 419 shares of iShares Core MSCI EAFE ETF worth $25K as of Q2 2022.
- Lake Point Wealth Management bought 133 iShares Core MSCI EAFE ETF shares in Q2 2022, an estimated $8.53K.
- iShares Core MSCI EAFE ETF made up 0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #101 holding.
- Lake Point Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and has held it in 10 quarters since.
- Lake Point Wealth Management's iShares Core MSCI EAFE ETF position peaked at $35K in Q4 2021.
- 1,458 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2022.
Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.