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Lake Street Advisors Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Lake Street Advisors Group’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
2024
Q4 		$17.6M Buy
232,460
+3,231
+1% +$256K 0.81% 22
2024
Q3 		$19.2M Sell
229,229
-1,299
-0.6% -$105K 0.88% 23
2024
Q2 		$18.1M Sell
230,528
-12,850
-5% -$1.02M 0.87% 25
2024
Q1 		$19.4M Sell
243,378
-8,976
-4% -$687K 0.91% 26
2023
Q4 		$19M Buy
252,354
+4,316
+2% +$305K 0.95% 23
2023
Q3 		$17.1M Hold
248,038
– – 1.02% 25
2023
Q2 		$18M Buy
248,038
+2,273
+0.9% +$165K 0.99% 27
2023
Q1 		$17.6M Sell
245,765
-19,727
-7% -$1.38M 1.09% 23
2022
Q4 		$17.4M Buy
265,492
+104
+0% +$6.51K 1.15% 23
2022
Q3 		$14.9M Sell
265,388
-18,160
-6% -$1.13M 1.08% 23
2022
Q2 		$17.7M Buy
283,548
+26,546
+10% +$1.81M 1.26% 20
2022
Q1 		$18.9M Buy
257,002
+6,877
+3% +$514K 1.2% 20
2021
Q4 		$19.7M Buy
250,125
+882
+0.4% +$69.9K 1.24% 20
2021
Q3 		$19.4M Buy
249,243
+634
+0.3% +$50.7K 2.08% 13
2021
Q2 		$20.1M Buy
248,609
+2,362
+1% +$188K 1.49% 18
2021
Q1 		$18.7M Sell
246,247
-460
-0.2% -$34.6K 1.52% 17
2020
Q4 		$18M Buy
246,707
+167
+0.1% +$11.4K 1.49% 17
2020
Q3 		$15.7M Sell
246,540
-1,981
-0.8% -$127K 1.48% 17
2020
Q2 		$15.1M Buy
248,521
+12,674
+5% +$733K 1.53% 16
2020
Q1 		$12.6M Sell
235,847
-94,562
-29% -$6M 1.57% 16
2019
Q4 		$22.9M Buy
330,409
+529
+0.2% +$35.7K 2.26% 12
2019
Q3 		$21.5M Sell
329,880
-41,841
-11% -$2.7M 2.33% 12
2019
Q2 		$24.4M Buy
371,721
+2,312
+0.6% +$151K 2.58% 12
2019
Q1 		$24M Buy
369,409
+197
+0.1% +$12.4K 2.51% 13
2018
Q4 		$21.7M Buy
369,212
+9,011
+3% +$563K 2.64% 12
2018
Q3 		$24.5M Sell
360,201
-32,632
-8% -$2.2M 2.71% 12
2018
Q2 		$26.3M Sell
392,833
-56,522
-13% -$3.96M 2.63% 12
2018
Q1 		$31.3M Sell
449,355
-540
-0.1% -$38.5K 3.52% 7
2017
Q4 		$31.6M Buy
+449,895
New +$31.3M 3.58% 7

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Lake Street Advisors Group's EFA Position: Q4 2024 in Review

Lake Street Advisors Group increased its iShares MSCI EAFE ETF (EFA) stake by 1.4% in Q4 2024, buying an estimated $256K and bringing the position to 232,460 shares worth $17.6M. The position accounts for 0.81% of the portfolio, ranked #22.

Lake Street Advisors Group first reported a position in EFA in Q4 2017 and has held it in 29 quarters since. The position peaked at $31.6M in Q4 2017. 1,940 funds tracked by Wall St. Rank hold EFA as of Q4 2024.

  • Lake Street Advisors Group held 232,460 shares of iShares MSCI EAFE ETF worth $17.6M as of Q4 2024.
  • Lake Street Advisors Group bought 3,231 iShares MSCI EAFE ETF shares in Q4 2024, an estimated $256K.
  • iShares MSCI EAFE ETF made up 0.81% of Lake Street Advisors Group's portfolio in Q4 2024, its #22 holding.
  • Lake Street Advisors Group first reported a position in iShares MSCI EAFE ETF in Q4 2017 and has held it in 29 quarters since.
  • Lake Street Advisors Group's iShares MSCI EAFE ETF position peaked at $31.6M in Q4 2017.
  • 1,940 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.