Lido Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $121M | Sell |
1,333,556
-593,700
| -31% | -$55.4M | 0.37% | 38 |
|
|
2025
Q4 | $171M | Buy |
1,927,256
+137,711
| +8% | +$12.2M | 0.51% | 27 |
|
|
2025
Q3 | $156M | Buy |
1,789,545
+1,561,419
| +684% | +$133M | 0.49% | 29 |
|
|
2025
Q2 | $19M | Buy |
228,126
+76,329
| +50% | +$6.06M | 0.07% | 161 |
|
|
2025
Q1 | $11.5M | Buy |
151,797
+94,330
| +164% | +$7.05M | 0.05% | 221 |
|
|
2024
Q4 | $4.04M | Buy |
57,467
+8,601
| +18% | +$635K | 0.02% | 374 |
|
|
2024
Q3 | $3.81M | Buy |
48,866
+616
| +1% | +$46.1K | 0.02% | 346 |
|
|
2024
Q2 | $3.5M | Buy |
48,250
+4,595
| +11% | +$338K | 0.02% | 344 |
|
|
2024
Q1 | $3.24M | Sell |
43,655
-6,632
| -13% | -$472K | 0.02% | 340 |
|
|
2023
Q4 | $3.54M | Sell |
50,287
-25,737
| -34% | -$1.7M | 0.02% | 308 |
|
|
2023
Q3 | $4.89M | Sell |
76,024
-13,281
| -15% | -$889K | 0.04% | 245 |
|
|
2023
Q2 | $6.03M | Buy |
89,305
+14,395
| +19% | +$976K | 0.04% | 196 |
|
|
2023
Q1 | $5.01M | Buy |
74,910
+56,314
| +303% | +$3.69M | 0.05% | 209 |
|
|
2022
Q4 | $1.15M | Sell |
18,596
-3,014
| -14% | -$177K | 0.01% | 381 |
|
|
2022
Q3 | $1.14M | Buy |
21,610
+4,306
| +25% | +$253K | 0.01% | 340 |
|
|
2022
Q2 | $1.02M | Buy |
17,304
+523
| +3% | +$33.6K | 0.01% | 352 |
|
|
2022
Q1 | $1.17M | Sell |
16,781
-11,719
| -41% | -$829K | 0.01% | 364 |
|
|
2021
Q4 | $2.13M | Sell |
28,500
-632
| -2% | -$47.5K | 0.02% | 259 |
|
|
2021
Q3 | $2.16M | Buy |
29,132
+11,972
| +70% | +$911K | 0.03% | 259 |
|
|
2021
Q2 | $1.28M | Buy |
17,160
+3,594
| +26% | +$271K | 0.02% | 331 |
|
|
2021
Q1 | $977K | Sell |
13,566
-269
| -2% | -$19.2K | 0.02% | 343 |
|
|
2020
Q4 | $955K | Sell |
13,835
-1,598
| -10% | -$103K | 0.02% | 320 |
|
|
2020
Q3 | $930K | Buy |
15,433
+5,111
| +50% | +$308K | 0.02% | 272 |
|
|
2020
Q2 | $590K | Sell |
10,322
-7,268
| -41% | -$394K | 0.02% | 321 |
|
|
2020
Q1 | $878K | Sell |
17,590
-8,357
| -32% | -$497K | 0.04% | 248 |
|
|
2019
Q4 | $1.69M | Buy |
25,947
+16,957
| +189% | +$1.08M | 0.07% | 172 |
|
|
2019
Q3 | $549K | Buy |
8,990
+3,384
| +60% | +$204K | 0.03% | 314 |
|
|
2019
Q2 | $344K | Sell |
5,606
-6,235
| -53% | -$382K | 0.02% | 391 |
|
|
2019
Q1 | $719K | Buy |
11,841
+5,487
| +86% | +$324K | 0.05% | 234 |
|
|
2018
Q4 | $349K | Buy |
6,354
+3,098
| +95% | +$182K | 0.03% | 281 |
|
|
2018
Q3 | $208K | Sell |
3,256
-145
| -4% | -$9.24K | 0.02% | 415 |
|
|
2018
Q2 | $215K | Buy |
3,401
+172
| +5% | +$11.4K | 0.02% | 390 |
|
|
2018
Q1 | $212K | Buy |
+3,229
| New | +$217K | 0.03% | 351 |
|
Other funds holding IEFA
Lido Advisors's IEFA Position: Q1 2026 in Review
Lido Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 31% in Q1 2026, selling an estimated $55.4M and leaving 1,333,556 shares worth $121M. The position accounts for 0.37% of the portfolio, ranked #38.
Lido Advisors first reported a position in IEFA in Q1 2018 and has held it in 33 quarters since. The position peaked at $171M in Q4 2025. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.
- Lido Advisors held 1,333,556 shares of iShares Core MSCI EAFE ETF worth $121M as of Q1 2026.
- Lido Advisors sold 593,700 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $55.4M.
- iShares Core MSCI EAFE ETF made up 0.37% of Lido Advisors's portfolio in Q1 2026, its #38 holding.
- Lido Advisors first reported a position in iShares Core MSCI EAFE ETF in Q1 2018 and has held it in 33 quarters since.
- Lido Advisors's iShares Core MSCI EAFE ETF position peaked at $171M in Q4 2025.
- 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.
Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.