Lido Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $30.4M | Buy |
313,279
+21,214
| +7% | +$2.12M | 0.09% | 146 |
|
|
2025
Q4 | $27.6M | Sell |
292,065
-4,259
| -1% | -$404K | 0.08% | 160 |
|
|
2025
Q3 | $27.7M | Buy |
296,324
+76,842
| +35% | +$6.99M | 0.09% | 153 |
|
|
2025
Q2 | $19.6M | Buy |
219,482
+137,148
| +167% | +$11.7M | 0.08% | 159 |
|
|
2025
Q1 | $6.73M | Buy |
82,334
+4,558
| +6% | +$367K | 0.03% | 299 |
|
|
2024
Q4 | $5.88M | Buy |
77,776
+884
| +1% | +$70K | 0.03% | 299 |
|
|
2024
Q3 | $6.43M | Sell |
76,892
-2,776
| -3% | -$223K | 0.03% | 274 |
|
|
2024
Q2 | $6.24M | Sell |
79,668
-1,466
| -2% | -$116K | 0.03% | 256 |
|
|
2024
Q1 | $6.48M | Sell |
81,134
-2,537
| -3% | -$194K | 0.04% | 241 |
|
|
2023
Q4 | $6.3M | Buy |
83,671
+11,253
| +16% | +$795K | 0.04% | 233 |
|
|
2023
Q3 | $4.99M | Sell |
72,418
-219,997
| -75% | -$15.8M | 0.04% | 243 |
|
|
2023
Q2 | $21.2M | Buy |
292,415
+45,949
| +19% | +$3.34M | 0.15% | 69 |
|
|
2023
Q1 | $17.6M | Buy |
246,466
+50,891
| +26% | +$3.56M | 0.17% | 72 |
|
|
2022
Q4 | $12.8M | Sell |
195,575
-12,623
| -6% | -$791K | 0.16% | 74 |
|
|
2022
Q3 | $11.7M | Sell |
208,198
-8,257
| -4% | -$515K | 0.15% | 73 |
|
|
2022
Q2 | $13.5M | Sell |
216,455
-38
| -0% | -$2.59K | 0.18% | 60 |
|
|
2022
Q1 | $15.9M | Sell |
216,493
-6,183
| -3% | -$462K | 0.18% | 64 |
|
|
2021
Q4 | $17.5M | Buy |
222,676
+38,681
| +21% | +$3.06M | 0.19% | 56 |
|
|
2021
Q3 | $14.4M | Buy |
183,995
+41,602
| +29% | +$3.33M | 0.2% | 64 |
|
|
2021
Q2 | $11.2M | Buy |
142,393
+36,672
| +35% | +$2.91M | 0.16% | 81 |
|
|
2021
Q1 | $8.02M | Buy |
105,721
+15,330
| +17% | +$1.15M | 0.14% | 101 |
|
|
2020
Q4 | $6.59M | Sell |
90,391
-12,020
| -12% | -$822K | 0.14% | 93 |
|
|
2020
Q3 | $6.52M | Sell |
102,411
-10,253
| -9% | -$656K | 0.17% | 76 |
|
|
2020
Q2 | $6.86M | Sell |
112,664
-26,451
| -19% | -$1.53M | 0.21% | 61 |
|
|
2020
Q1 | $7.44M | Sell |
139,115
-114,721
| -45% | -$7.28M | 0.32% | 42 |
|
|
2019
Q4 | $17.6M | Buy |
253,836
+12,305
| +5% | +$831K | 0.7% | 18 |
|
|
2019
Q3 | $15.8M | Buy |
241,531
+7,629
| +3% | +$492K | 0.8% | 18 |
|
|
2019
Q2 | $15.4M | Sell |
233,902
-8,707
| -4% | -$570K | 0.88% | 19 |
|
|
2019
Q1 | $15.7M | Sell |
242,609
-5,938
| -2% | -$374K | 1.02% | 18 |
|
|
2018
Q4 | $14.6M | Sell |
248,547
-81,267
| -25% | -$5.08M | 1.44% | 10 |
|
|
2018
Q3 | $22.4M | Sell |
329,814
-162,533
| -33% | -$11M | 2.18% | 7 |
|
|
2018
Q2 | $33M | Buy |
492,347
+112,719
| +30% | +$7.9M | 3.79% | 5 |
|
|
2018
Q1 | $26.5M | Buy |
379,628
+82,978
| +28% | +$5.92M | 3.62% | 3 |
|
|
2017
Q4 | $20.9M | Buy |
296,650
+42,291
| +17% | +$2.94M | 2.97% | 5 |
|
|
2017
Q3 | $17.7M | Buy |
254,359
+54,287
| +27% | +$3.63M | 2.83% | 9 |
|
|
2017
Q2 | $13M | Buy |
200,072
+65,184
| +48% | +$4.22M | 2.71% | 11 |
|
|
2017
Q1 | $8.78M | Buy |
134,888
+89,884
| +200% | +$5.43M | 2.43% | 13 |
|
|
2016
Q4 | $2.6M | Buy |
+45,004
| New | +$2.6M | 0.64% | 16 |
|
|
2016
Q2 | – | Sell |
-13,033
| Closed | -$745K | – | 163 |
|
|
2016
Q1 | $745K | Buy |
+13,033
| New | +$718K | 0.25% | 40 |
|
Other funds holding EFA
NMIMC
Lido Advisors's EFA Position: Q1 2026 in Review
Lido Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 7.3% in Q1 2026, buying an estimated $2.12M and bringing the position to 313,279 shares worth $30.4M. The position accounts for 0.09% of the portfolio, ranked #146.
Lido Advisors first reported a position in EFA in Q1 2016 and has held it in 39 quarters since. The position peaked at $33M in Q2 2018. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.
- Lido Advisors held 313,279 shares of iShares MSCI EAFE ETF worth $30.4M as of Q1 2026.
- Lido Advisors bought 21,214 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $2.12M.
- iShares MSCI EAFE ETF made up 0.09% of Lido Advisors's portfolio in Q1 2026, its #146 holding.
- Lido Advisors first reported a position in iShares MSCI EAFE ETF in Q1 2016 and has held it in 39 quarters since.
- Lido Advisors's iShares MSCI EAFE ETF position peaked at $33M in Q2 2018.
- 2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.
Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.