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Lebenthal Global Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Lebenthal Global Advisors’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
2021
Q1 		– Sell
-243
Closed -$17K – 248
2020
Q4 		$17K Buy
+243
New +$16.6K 0.01% 388

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Lebenthal Global Advisors's EFA Position: Q1 2021 in Review

Lebenthal Global Advisors sold out of iShares MSCI EAFE ETF (EFA) in Q1 2021, closing a stake of 243 shares — an estimated $17K sold.

Lebenthal Global Advisors first reported a position in EFA in Q4 2020 and held it in 1 quarter. The position peaked at $17K in Q4 2020. 1,589 funds tracked by Wall St. Rank hold EFA as of Q1 2021.

  • Lebenthal Global Advisors reported no remaining iShares MSCI EAFE ETF position as of Q1 2021 after selling out during the quarter.
  • Lebenthal Global Advisors sold 243 iShares MSCI EAFE ETF shares in Q1 2021, an estimated $17K.
  • Lebenthal Global Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2020 and held it in 1 quarter.
  • Lebenthal Global Advisors's iShares MSCI EAFE ETF position peaked at $17K in Q4 2020.
  • 1,589 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2021.

Based on Lebenthal Global Advisors's 13F filing for Q1 2021, filed 7 May 2021.