Lenox Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Lenox Wealth Management’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
2020 Q2	$65K	Buy	1,080 +39	+4%	+$2.25K	0.02%	228
2020 Q1	$55K	Sell	1,041 -749	-42%	-$47.5K	0.02%	239
2019 Q4	$124K	Buy	1,790 +750	+72%	+$50.7K	0.03%	197
2019 Q3	$67K	Buy	1,040 +11	+1%	+$709	0.02%	239
2019 Q2	$67K	Sell	1,029 -71	-6%	-$4.65K	0.02%	222
2019 Q1	$71K	Buy	1,100 +122	+12%	+$7.69K	0.02%	214
2018 Q4	$57K	Buy	978 +1	+0.1%	+$62	0.02%	204
2018 Q3	$66K	Sell	977 -421	-30%	-$28.4K	0.02%	217
2018 Q2	$94K	Sell	1,398 -678	-33%	-$47.5K	0.03%	174
2018 Q1	$144K	Hold	2,076	–	–	0.05%	151
2017 Q4	$146K	Sell	2,076 -229	-10%	-$15.9K	0.04%	140
2017 Q3	$157K	Buy	2,305 +308	+15%	+$20.6K	0.05%	141
2017 Q2	$130K	Sell	1,997 -1,363	-41%	-$88.2K	0.05%	142
2017 Q1	$209K	Sell	3,360 -229	-6%	-$13.8K	0.15%	36
2016 Q4	$207K	Buy	3,589 +906	+34%	+$52.2K	0.16%	28
2016 Q3	$159K	Buy	2,683 +137	+5%	+$7.94K	0.13%	38
2016 Q2	$142K	Sell	2,546 -2,232	-47%	-$128K	0.1%	42
2016 Q1	$273K	Sell	4,778 -45	-0.9%	-$2.48K	0.19%	20
2015 Q4	$283K	Buy	+4,823	New	+$291K	0.22%	18

Other funds holding EFA

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Lenox Wealth Management's EFA Position: Q2 2020 in Review

Lenox Wealth Management increased its iShares MSCI EAFE ETF (EFA) stake by 3.7% in Q2 2020, buying an estimated $2.25K and bringing the position to 1,080 shares worth $65K. The position accounts for 0.02% of the portfolio, ranked #228.

Lenox Wealth Management first reported a position in EFA in Q4 2015 and has held it in 19 quarters since. The position peaked at $283K in Q4 2015. 1,417 funds tracked by Wall St. Rank hold EFA as of Q2 2020.

Lenox Wealth Management held 1,080 shares of iShares MSCI EAFE ETF worth $65K as of Q2 2020.
Lenox Wealth Management bought 39 iShares MSCI EAFE ETF shares in Q2 2020, an estimated $2.25K.
iShares MSCI EAFE ETF made up 0.02% of Lenox Wealth Management's portfolio in Q2 2020, its #228 holding.
Lenox Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2015 and has held it in 19 quarters since.
Lenox Wealth Management's iShares MSCI EAFE ETF position peaked at $283K in Q4 2015.
1,417 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.