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Lakewood Asset Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Lakewood Asset 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
2023
Q1 		– Sell
-571
Closed -$37K – 156
2022
Q4 		$37K Buy
+571
New +$35.8K 0.03% 196

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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

Lakewood Asset Management's EFA Position: Q1 2023 in Review

Lakewood Asset Management sold out of iShares MSCI EAFE ETF (EFA) in Q1 2023, closing a stake of 571 shares — an estimated $37K sold.

Lakewood Asset Management first reported a position in EFA in Q4 2022 and held it in 1 quarter. The position peaked at $37K in Q4 2022. 1,724 funds tracked by Wall St. Rank hold EFA as of Q1 2023.

  • Lakewood Asset Management reported no remaining iShares MSCI EAFE ETF position as of Q1 2023 after selling out during the quarter.
  • Lakewood Asset Management sold 571 iShares MSCI EAFE ETF shares in Q1 2023, an estimated $37K.
  • Lakewood Asset Management first reported a position in iShares MSCI EAFE ETF in Q4 2022 and held it in 1 quarter.
  • Lakewood Asset Management's iShares MSCI EAFE ETF position peaked at $37K in Q4 2022.
  • 1,724 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2023.

Based on Lakewood Asset Management's 13F filing for Q1 2023, filed 13 Apr 2023.