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LifePlan Financial Group’s iShares MSCI EAFE ETF EFA Stock Holding History

LifePlan Financial Group’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
Q3 		$709K Sell
11,135
-991
-8% -$63.4K 0.31% 62
2020
Q2 		$738K Hold
12,126
– – 0.34% 60
2020
Q1 		$648K Sell
12,126
-2,251
-16% -$143K 0.35% 57
2019
Q4 		$998K Sell
14,377
-30
-0.2% -$2.03K 0.44% 49
2019
Q3 		$939K Sell
14,407
-132
-0.9% -$8.51K 0.44% 49
2019
Q2 		$956K Buy
14,539
+306
+2% +$20K 0.46% 48
2019
Q1 		$923K Buy
14,233
+65
+0.5% +$4.09K 0.49% 44
2018
Q4 		$833K Buy
14,168
+92
+0.7% +$5.75K 0.52% 39
2018
Q3 		$957K Sell
14,076
-109
-0.8% -$7.36K 0.52% 42
2018
Q2 		$950K Buy
14,185
+29
+0.2% +$2.03K 0.53% 43
2018
Q1 		$986K Buy
14,156
+239
+2% +$17K 0.58% 39
2017
Q4 		$953K Hold
13,917
– – 0.61% 41
2017
Q3 		$953K Sell
13,917
-305
-2% -$20.4K 0.61% 41
2017
Q2 		$927K Sell
14,222
-250
-2% -$16.2K 0.63% 40
2017
Q1 		$901K Sell
14,472
-401
-3% -$24.2K 0.63% 42
2016
Q4 		$859K Buy
14,873
+3
+0% +$173 0.6% 49
2016
Q3 		$879K Buy
14,870
+285
+2% +$16.5K 0.6% 43
2016
Q2 		$814K Buy
14,585
+4
+0% +$230 0.56% 43
2016
Q1 		$833K Buy
14,581
+825
+6% +$45.5K 0.59% 42
2015
Q4 		$808K Buy
13,756
+1,402
+11% +$84.4K 0.57% 40
2015
Q3 		$708K Sell
12,354
-533
-4% -$32.9K 0.51% 42
2015
Q2 		$818K Sell
12,887
-15
-0.1% -$999 0.55% 47
2015
Q1 		$828K Sell
12,902
-1,237
-9% -$77.9K 0.55% 32
2014
Q4 		$860K Buy
14,139
+538
+4% +$33.6K 0.57% 33
2014
Q3 		$872K Buy
13,601
+230
+2% +$15.3K 0.74% 30
2014
Q2 		$914K Buy
13,371
+271
+2% +$18.6K 0.65% 28
2014
Q1 		$880K Buy
13,100
+225
+2% +$14.9K 0.7% 27
2013
Q4 		$864K Sell
12,875
-158
-1% -$10.3K 0.59% 26
2013
Q3 		$832K Sell
13,033
-107
-0.8% -$6.56K 0.68% 23
2013
Q2 		$753K Buy
+13,140
New +$795K 0.84% 18

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LifePlan Financial Group's EFA Position: Q3 2020 in Review

LifePlan Financial Group reduced its iShares MSCI EAFE ETF (EFA) stake by 8.2% in Q3 2020, selling an estimated $63.4K and leaving 11,135 shares worth $709K. The position accounts for 0.31% of the portfolio, ranked #62.

LifePlan Financial Group first reported a position in EFA in Q2 2013 and has held it in 30 quarters since. The position peaked at $998K in Q4 2019. 1,414 funds tracked by Wall St. Rank hold EFA as of Q3 2020.

  • LifePlan Financial Group held 11,135 shares of iShares MSCI EAFE ETF worth $709K as of Q3 2020.
  • LifePlan Financial Group sold 991 iShares MSCI EAFE ETF shares in Q3 2020, an estimated $63.4K.
  • iShares MSCI EAFE ETF made up 0.31% of LifePlan Financial Group's portfolio in Q3 2020, its #62 holding.
  • LifePlan Financial Group first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 30 quarters since.
  • LifePlan Financial Group's iShares MSCI EAFE ETF position peaked at $998K in Q4 2019.
  • 1,414 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.