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Lion Street Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Lion Street 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 		– Sell
-6,927
Closed -$428K – 24
2020
Q4 		$428K Sell
6,927
-5,960
-46% -$385K 1.04% 22
2020
Q3 		$771K Buy
12,887
+8,934
+226% +$539K 1.57% 17
2020
Q2 		$226K Sell
3,953
-527
-12% -$28.6K 1.58% 21
2020
Q1 		$224K Buy
4,480
+189
+4% +$11.2K 1.22% 17
2019
Q4 		$279K Buy
+4,291
New +$272K 1.34% 25

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

Lion Street Advisors's IEFA Position: Q1 2021 in Review

Lion Street Advisors sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2021, closing a stake of 6,927 shares — an estimated $428K sold.

Lion Street Advisors first reported a position in IEFA in Q4 2019 and held it in 5 quarters. The position peaked at $771K in Q3 2020. 1,289 funds tracked by Wall St. Rank hold IEFA as of Q1 2021.

  • Lion Street Advisors reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2021 after selling out during the quarter.
  • Lion Street Advisors sold 6,927 iShares Core MSCI EAFE ETF shares in Q1 2021, an estimated $428K.
  • Lion Street Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and held it in 5 quarters.
  • Lion Street Advisors's iShares Core MSCI EAFE ETF position peaked at $771K in Q3 2020.
  • 1,289 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2021.

Based on Lion Street Advisors's 13F filing for Q1 2021, filed 20 Apr 2021.