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Lucia Wealth Services’s iShares MSCI EAFE ETF EFA Stock Holding History

Lucia Wealth Services’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
2019
Q4 		– Sell
-60
Closed -$4K – 187
2019
Q3 		$4K Sell
60
-34
-36% -$2.19K ﹤0.01% 163
2019
Q2 		$6K Hold
94
– – ﹤0.01% 167
2019
Q1 		$6K Hold
94
– – ﹤0.01% 182
2018
Q4 		$6K Sell
94
-927
-91% -$57.9K ﹤0.01% 162
2018
Q3 		$69K Hold
1,021
– – 0.02% 173
2018
Q2 		$68K Sell
1,021
-15
-1% -$1.05K 0.03% 151
2018
Q1 		$72K Sell
1,036
-1,963
-65% -$140K 0.02% 134
2017
Q4 		$211K Buy
+2,999
New +$209K 0.09% 115

Other funds holding EFA

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

Lucia Wealth Services's EFA Position: Q4 2019 in Review

Lucia Wealth Services sold out of iShares MSCI EAFE ETF (EFA) in Q4 2019, closing a stake of 60 shares — an estimated $4K sold.

Lucia Wealth Services first reported a position in EFA in Q4 2017 and held it in 8 quarters. The position peaked at $211K in Q4 2017. 1,583 funds tracked by Wall St. Rank hold EFA as of Q4 2019.

  • Lucia Wealth Services reported no remaining iShares MSCI EAFE ETF position as of Q4 2019 after selling out during the quarter.
  • Lucia Wealth Services sold 60 iShares MSCI EAFE ETF shares in Q4 2019, an estimated $4K.
  • Lucia Wealth Services first reported a position in iShares MSCI EAFE ETF in Q4 2017 and held it in 8 quarters.
  • Lucia Wealth Services's iShares MSCI EAFE ETF position peaked at $211K in Q4 2017.
  • 1,583 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2019.

Based on Lucia Wealth Services's 13F filing for Q4 2019, filed 22 Jan 2020.