LF
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Lee Financial’s iShares MSCI EAFE ETF EFA Stock Holding History

Lee Financial’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
Q1 		– Sell
-833
Closed -$62.8K – 360
2023
Q4 		$62.8K Buy
833
+195
+31% +$13.8K 0.01% 213
2023
Q3 		$44K Sell
638
-101
-14% -$7.24K 0.01% 232
2023
Q2 		$53.6K Buy
739
+300
+68% +$21.8K 0.01% 215
2023
Q1 		$31.4K Buy
439
+44
+11% +$3.08K 0.01% 267
2022
Q4 		$25.9K Hold
395
– – ﹤0.01% 311
2022
Q3 		$22K Hold
395
– – ﹤0.01% 320
2022
Q2 		$25K Hold
395
– – ﹤0.01% 307
2022
Q1 		$29K Hold
395
– – 0.01% 287
2021
Q4 		$31K Hold
395
– – 0.01% 306
2021
Q3 		$31K Hold
395
– – 0.01% 271
2021
Q2 		$31K Buy
+395
New +$31.4K 0.01% 267
2021
Q1 		– Sell
-67
Closed -$5K – 492
2020
Q4 		$5K Hold
67
– – ﹤0.01% 423
2020
Q3 		$4K Hold
67
– – ﹤0.01% 474
2020
Q2 		$4K Hold
67
– – ﹤0.01% 445
2020
Q1 		$4K Hold
67
– – ﹤0.01% 396
2019
Q4 		$5K Hold
67
– – ﹤0.01% 411
2019
Q3 		$4K Sell
67
-4,016
-98% -$259K ﹤0.01% 437
2019
Q2 		$268K Sell
4,083
-81
-2% -$5.3K 0.06% 115
2019
Q1 		$270K Sell
4,164
-154
-4% -$9.7K 0.06% 111
2018
Q4 		$254K Hold
4,318
– – 0.07% 106
2018
Q3 		$294K Hold
4,318
– – 0.07% 105
2018
Q2 		$289K Buy
4,318
+154
+4% +$10.8K 0.07% 127
2018
Q1 		$290K Buy
4,164
+3,926
+1,650% +$280K 0.07% 130
2017
Q4 		$17K Hold
238
– – ﹤0.01% 267
2017
Q3 		$16K Hold
238
– – 0.01% 264
2017
Q2 		$16K Sell
238
-924
-80% -$59.8K 0.01% 265
2017
Q1 		$72K Hold
1,162
– – 0.03% 155
2016
Q4 		$67K Buy
+1,162
New +$67K 0.04% 158

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
Jane Street
Jane Street New York $777B AUM 61.18% 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

Lee Financial's EFA Position: Q1 2024 in Review

Lee Financial sold out of iShares MSCI EAFE ETF (EFA) in Q1 2024, closing a stake of 833 shares — an estimated $62.8K sold.

Lee Financial first reported a position in EFA in Q4 2016 and held it in 28 quarters. The position peaked at $294K in Q3 2018. 1,849 funds tracked by Wall St. Rank hold EFA as of Q1 2024.

  • Lee Financial reported no remaining iShares MSCI EAFE ETF position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 833 iShares MSCI EAFE ETF shares in Q1 2024, an estimated $62.8K.
  • Lee Financial first reported a position in iShares MSCI EAFE ETF in Q4 2016 and held it in 28 quarters.
  • Lee Financial's iShares MSCI EAFE ETF position peaked at $294K in Q3 2018.
  • 1,849 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.