Lido Advisors
EFA icon

Lido Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Lido 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
2023
Q1 		– Sell
-1,900
Closed -$125K – 1175
2022
Q4 		$125K Sell
1,900
-2,500
-57% -$157K ﹤0.01% 952
2022
Q3 		$246K Hold
4,400
– – ﹤0.01% 831
2022
Q2 		$274K Sell
4,400
-2,500
-36% -$170K ﹤0.01% 779
2022
Q1 		$507K Hold
6,900
– – 0.01% 600
2021
Q4 		$542K Hold
6,900
– – 0.01% 587
2021
Q3 		$538K Hold
6,900
– – 0.01% 568
2021
Q2 		$544K Sell
6,900
-1,600
-19% -$127K 0.01% 522
2021
Q1 		$644K Sell
8,500
-27,700
-77% -$2.09M 0.01% 435
2020
Q4 		$2.64M Sell
36,200
-29,600
-45% -$2.02M 0.06% 178
2020
Q3 		$4.19M Sell
65,800
-43,900
-40% -$2.81M 0.11% 108
2020
Q2 		$6.68M Sell
109,700
-100
-0.1% -$5.78K 0.2% 63
2020
Q1 		$5.87M Sell
109,800
-20,300
-16% -$1.29M 0.25% 56
2019
Q4 		$9.03M Buy
130,100
+1,000
+0.8% +$67.5K 0.36% 41
2019
Q3 		$8.42M Buy
129,100
+46,100
+56% +$2.97M 0.43% 40
2019
Q2 		$5.46M Sell
83,000
-12,600
-13% -$825K 0.31% 50
2019
Q1 		$6.2M Sell
95,600
-37,600
-28% -$2.37M 0.4% 41
2018
Q4 		$7.83M Buy
133,200
+69,500
+109% +$4.34M 0.77% 25
2018
Q3 		$4.33M Buy
63,700
+1,700
+3% +$115K 0.42% 38
2018
Q2 		$4.15M Sell
62,000
-600
-1% -$42.1K 0.48% 34
2018
Q1 		$4.36M Buy
62,600
+13,700
+28% +$977K 0.6% 37
2017
Q4 		$3.44M Buy
48,900
+31,700
+184% +$2.2M 0.49% 34
2017
Q3 		$1.18M Buy
+17,200
New +$1.15M 0.19% 70

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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.