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 | $1.18M | Sell |
12,200
-23,400
| -66% | -$2.34M | ﹤0.01% | 899 |
|
|
2025
Q4 | $3.42M | Hold |
35,600
| – | – | 0.01% | 557 |
|
|
2025
Q3 | $3.32M | Hold |
35,600
| – | – | 0.01% | 545 |
|
|
2025
Q2 | $3.18M | Buy |
35,600
+3,500
| +11% | +$299K | 0.01% | 480 |
|
|
2025
Q1 | $2.62M | Buy |
32,100
+800
| +3% | +$64.5K | 0.01% | 484 |
|
|
2024
Q4 | $2.37M | Sell |
31,300
-7,600
| -20% | -$602K | 0.01% | 489 |
|
|
2024
Q3 | $3.25M | Sell |
38,900
-16,400
| -30% | -$1.32M | 0.02% | 376 |
|
|
2024
Q2 | $4.33M | Sell |
55,300
-1,000
| -2% | -$79.2K | 0.02% | 309 |
|
|
2024
Q1 | $4.5M | Buy |
+56,300
| New | +$4.31M | 0.03% | 300 |
|
|
2023
Q3 | – | Sell |
-55,300
| Closed | -$4.01M | – | 1253 |
|
|
2023
Q2 | $4.01M | Sell |
55,300
-18,300
| -25% | -$1.33M | 0.03% | 252 |
|
|
2023
Q1 | $5.26M | Sell |
73,600
-6,300
| -8% | -$441K | 0.05% | 197 |
|
|
2022
Q4 | $5.24M | Buy |
79,900
+49,200
| +160% | +$3.08M | 0.06% | 162 |
|
|
2022
Q3 | $1.72M | Sell |
30,700
-8,600
| -22% | -$536K | 0.02% | 284 |
|
|
2022
Q2 | $2.46M | Sell |
39,300
-2,500
| -6% | -$170K | 0.03% | 206 |
|
|
2022
Q1 | $3.08M | Sell |
41,800
-12,100
| -22% | -$905K | 0.03% | 203 |
|
|
2021
Q4 | $4.24M | Buy |
53,900
+15,800
| +41% | +$1.25M | 0.05% | 175 |
|
|
2021
Q3 | $2.97M | Buy |
38,100
+5,600
| +17% | +$448K | 0.04% | 214 |
|
|
2021
Q2 | $2.56M | Buy |
32,500
+8,500
| +35% | +$675K | 0.04% | 226 |
|
|
2021
Q1 | $1.82M | Buy |
24,000
+11,900
| +98% | +$896K | 0.03% | 233 |
|
|
2020
Q4 | $882K | Sell |
12,100
-3,500
| -22% | -$239K | 0.02% | 340 |
|
|
2020
Q3 | $992K | Sell |
15,600
-4,800
| -24% | -$307K | 0.03% | 255 |
|
|
2020
Q2 | $1.24M | Sell |
20,400
-2,500
| -11% | -$145K | 0.04% | 213 |
|
|
2020
Q1 | $1.22M | Sell |
22,900
-2,700
| -11% | -$171K | 0.05% | 198 |
|
|
2019
Q4 | $1.78M | Buy |
25,600
+7,000
| +38% | +$473K | 0.07% | 164 |
|
|
2019
Q3 | $1.21M | Buy |
18,600
+6,400
| +52% | +$412K | 0.06% | 184 |
|
|
2019
Q2 | $801K | Sell |
12,200
-3,200
| -21% | -$209K | 0.05% | 229 |
|
|
2019
Q1 | $998K | Buy |
15,400
+1,500
| +11% | +$94.5K | 0.06% | 181 |
|
|
2018
Q4 | $817K | Buy |
13,900
+1,400
| +11% | +$87.4K | 0.08% | 145 |
|
|
2018
Q3 | $849K | Sell |
12,500
-6,500
| -34% | -$439K | 0.08% | 149 |
|
|
2018
Q2 | $1.27M | Buy |
19,000
+5,600
| +42% | +$393K | 0.15% | 95 |
|
|
2018
Q1 | $933K | Buy |
+13,400
| New | +$955K | 0.13% | 109 |
|
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.