LF
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Lantz Financial’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Lantz Financial’s Portfolio IEFA Stock Details IEFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-9,620
Closed -$669K – 181
2022
Q1 		$669K Sell
9,620
-28
-0.3% -$1.98K 0.27% 89
2021
Q4 		$720K Buy
9,648
+130
+1% +$9.77K 0.33% 78
2021
Q3 		$707K Sell
9,518
-277
-3% -$21.1K 0.36% 73
2021
Q2 		$733K Buy
9,795
+104
+1% +$7.85K 0.38% 71
2021
Q1 		$698K Sell
9,691
-742
-7% -$53K 0.4% 61
2020
Q4 		$721K Buy
10,433
+87
+0.8% +$5.63K 0.45% 60
2020
Q3 		$624K Buy
10,346
+38
+0.4% +$2.29K 0.42% 65
2020
Q2 		$591K Buy
10,308
+561
+6% +$30.4K 0.43% 64
2020
Q1 		$486K Buy
9,747
+1,059
+12% +$63K 0.38% 68
2019
Q4 		$567K Buy
+8,688
New +$551K 0.34% 73

Other funds holding IEFA

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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lantz Financial's IEFA Position: Q2 2022 in Review

Lantz Financial sold out of iShares Core MSCI EAFE ETF (IEFA) in Q2 2022, closing a stake of 9,620 shares — an estimated $669K sold.

Lantz Financial first reported a position in IEFA in Q4 2019 and held it in 10 quarters. The position peaked at $733K in Q2 2021. 1,459 funds tracked by Wall St. Rank hold IEFA as of Q2 2022.

  • Lantz Financial reported no remaining iShares Core MSCI EAFE ETF position as of Q2 2022 after selling out during the quarter.
  • Lantz Financial sold 9,620 iShares Core MSCI EAFE ETF shares in Q2 2022, an estimated $669K.
  • Lantz Financial first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and held it in 10 quarters.
  • Lantz Financial's iShares Core MSCI EAFE ETF position peaked at $733K in Q2 2021.
  • 1,459 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2022.

Based on Lantz Financial's 13F filing for Q2 2022, filed 29 Jul 2022.