LA
EFA icon

Lane & Associates’s iShares MSCI EAFE ETF EFA Stock Holding History

Lane & Associates’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
2025
Q1 		$3.39M Sell
41,476
-292
-0.7% -$23.5K 1.83% 15
2024
Q4 		$3.31M Buy
41,768
+1,480
+4% +$117K 1.71% 14
2024
Q3 		$3.37M Buy
40,288
+178
+0.4% +$14.3K 1.83% 13
2024
Q2 		$3.14M Buy
40,110
+4,944
+14% +$392K 1.85% 14
2024
Q1 		$2.81M Buy
35,166
+1,762
+5% +$135K 1.77% 13
2023
Q4 		$2.52M Buy
33,404
+1,889
+6% +$134K 1.83% 13
2023
Q3 		$2.17M Buy
31,515
+495
+2% +$35.5K 1.75% 15
2023
Q2 		$2.25M Buy
31,020
+1,066
+4% +$77.4K 1.79% 13
2023
Q1 		$2.14M Sell
29,954
-89
-0.3% -$6.22K 1.91% 12
2022
Q4 		$1.97M Buy
+30,043
New +$1.88M 1.87% 11

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 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

Lane & Associates's EFA Position: Q1 2025 in Review

Lane & Associates reduced its iShares MSCI EAFE ETF (EFA) stake by 0.7% in Q1 2025, selling an estimated $23.5K and leaving 41,476 shares worth $3.39M. The position accounts for 1.83% of the portfolio, ranked #15.

Lane & Associates first reported a position in EFA in Q4 2022 and has held it in 10 quarters since. 1,959 funds tracked by Wall St. Rank hold EFA as of Q1 2025.

  • Lane & Associates held 41,476 shares of iShares MSCI EAFE ETF worth $3.39M as of Q1 2025.
  • Lane & Associates sold 292 iShares MSCI EAFE ETF shares in Q1 2025, an estimated $23.5K.
  • iShares MSCI EAFE ETF made up 1.83% of Lane & Associates's portfolio in Q1 2025, its #15 holding.
  • Lane & Associates first reported a position in iShares MSCI EAFE ETF in Q4 2022 and has held it in 10 quarters since.
  • 1,959 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2025.

Based on Lane & Associates's 13F filing for Q1 2025, filed 1 May 2025.