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Lighthouse Financial Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Lighthouse Financial Advisors’s Portfolio IEFA Stock Details IEFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		$378K Sell
5,256
-1,561
-23% -$112K 0.11% 85
2020
Q4 		$471K Sell
6,817
-460
-6% -$29.7K 0.16% 80
2020
Q3 		$438K Sell
7,277
-204
-3% -$12.3K 0.17% 72
2020
Q2 		$427K Buy
+7,481
New +$405K 0.18% 70
2020
Q1 		– Sell
-1,272
Closed -$83K – 159
2019
Q4 		$83K Buy
+1,272
New +$80.7K 0.04% 104

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Lighthouse Financial Advisors's IEFA Position: Q1 2021 in Review

Lighthouse Financial Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 23% in Q1 2021, selling an estimated $112K and leaving 5,256 shares worth $378K. The position accounts for 0.11% of the portfolio, ranked #85.

Lighthouse Financial Advisors first reported a position in IEFA in Q4 2019 and has held it in 5 quarters since. The position peaked at $471K in Q4 2020. 1,289 funds tracked by Wall St. Rank hold IEFA as of Q1 2021.

  • Lighthouse Financial Advisors held 5,256 shares of iShares Core MSCI EAFE ETF worth $378K as of Q1 2021.
  • Lighthouse Financial Advisors sold 1,561 iShares Core MSCI EAFE ETF shares in Q1 2021, an estimated $112K.
  • iShares Core MSCI EAFE ETF made up 0.11% of Lighthouse Financial Advisors's portfolio in Q1 2021, its #85 holding.
  • Lighthouse Financial Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and has held it in 5 quarters since.
  • Lighthouse Financial Advisors's iShares Core MSCI EAFE ETF position peaked at $471K in Q4 2020.
  • 1,289 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2021.

Based on Lighthouse Financial Advisors's 13F filing for Q1 2021, filed 10 May 2021.