Lehman & Derafelo Financial Resources’s iShares MSCI EAFE ETF EFA Stock Holding History

Lehman & Derafelo Financial Resources’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
2022 Q4	–	Sell	-2,472	Closed	-$138K	–	118
2022 Q3	$138K	Hold	2,472	–	–	0.04%	101
2022 Q2	$154K	Buy	+2,472	New	+$168K	0.05%	102
2022 Q1	–	Sell	-2,582	Closed	-$203K	–	114
2021 Q4	$203K	Hold	2,582	–	–	0.06%	106
2021 Q3	$201K	Hold	2,582	–	–	0.07%	106
2021 Q2	$204K	Buy	2,582 +300	+13%	+$23.8K	0.06%	120
2021 Q1	$173K	Hold	2,282	–	–	0.05%	124
2020 Q4	$166K	Hold	2,282	–	–	0.05%	124
2020 Q3	$145K	Hold	2,282	–	–	0.05%	141
2020 Q2	$139K	Hold	2,282	–	–	0.05%	131
2020 Q1	$122K	Hold	2,282	–	–	0.05%	95
2019 Q4	$158K	Hold	2,282	–	–	0.06%	108
2019 Q3	$149K	Hold	2,282	–	–	0.06%	101
2019 Q2	$151K	Hold	2,282	–	–	0.06%	100
2019 Q1	$148K	Hold	2,282	–	–	0.06%	100
2018 Q4	$134K	Buy	+2,282	New	+$143K	0.07%	93

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Lehman & Derafelo Financial Resources's EFA Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources sold out of iShares MSCI EAFE ETF (EFA) in Q4 2022, closing a stake of 2,472 shares — an estimated $138K sold.

Lehman & Derafelo Financial Resources first reported a position in EFA in Q4 2018 and held it in 15 quarters. The position peaked at $204K in Q2 2021. 1,700 funds tracked by Wall St. Rank hold EFA as of Q4 2022.

Lehman & Derafelo Financial Resources reported no remaining iShares MSCI EAFE ETF position as of Q4 2022 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 2,472 iShares MSCI EAFE ETF shares in Q4 2022, an estimated $138K.
Lehman & Derafelo Financial Resources first reported a position in iShares MSCI EAFE ETF in Q4 2018 and held it in 15 quarters.
Lehman & Derafelo Financial Resources's iShares MSCI EAFE ETF position peaked at $204K in Q2 2021.
1,700 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.