LWA
EFA icon

LWS Wealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

LWS Wealth Advisors’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
2023
Q4 		$2.54M Buy
33,704
+7,612
+29% +$538K 0.95% 26
2023
Q3 		$1.8M Buy
26,092
+483
+2% +$34.6K 0.79% 28
2023
Q2 		$1.86M Sell
25,609
-4,266
-14% -$310K 0.78% 27
2023
Q1 		$2.14M Sell
29,875
-1,293
-4% -$90.4K 0.88% 27
2022
Q4 		$2.05M Buy
31,168
+5,483
+21% +$343K 0.86% 27
2022
Q3 		$1.44M Sell
25,685
-11,371
-31% -$709K 0.55% 29
2022
Q2 		$2.32M Buy
37,056
+25,775
+228% +$1.75M 1.09% 26
2022
Q1 		$830K Buy
11,281
+6,746
+149% +$505K 0.35% 33
2021
Q4 		$357K Buy
4,535
+101
+2% +$8K 0.15% 44
2021
Q3 		$346K Buy
4,434
+72
+2% +$5.76K 0.15% 43
2021
Q2 		$344K Sell
4,362
-170
-4% -$13.5K 0.15% 43
2021
Q1 		$344K Sell
4,532
-108
-2% -$8.13K 0.16% 45
2020
Q4 		$339K Buy
4,640
+117
+3% +$8K 0.15% 49
2020
Q3 		$288K Buy
4,523
+124
+3% +$7.93K 0.14% 51
2020
Q2 		$268K Sell
4,399
-4,423
-50% -$256K 0.14% 51
2020
Q1 		$472K Sell
8,822
-18,003
-67% -$1.14M 0.31% 35
2019
Q4 		$1.86M Buy
+26,825
New +$1.81M 0.96% 21

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

LWS Wealth Advisors's EFA Position: Q4 2023 in Review

LWS Wealth Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 29% in Q4 2023, buying an estimated $538K and bringing the position to 33,704 shares worth $2.54M. The position accounts for 0.95% of the portfolio, ranked #26.

LWS Wealth Advisors first reported a position in EFA in Q4 2019 and has held it in 17 quarters since. 1,862 funds tracked by Wall St. Rank hold EFA as of Q4 2023.

  • LWS Wealth Advisors held 33,704 shares of iShares MSCI EAFE ETF worth $2.54M as of Q4 2023.
  • LWS Wealth Advisors bought 7,612 iShares MSCI EAFE ETF shares in Q4 2023, an estimated $538K.
  • iShares MSCI EAFE ETF made up 0.95% of LWS Wealth Advisors's portfolio in Q4 2023, its #26 holding.
  • LWS Wealth Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2019 and has held it in 17 quarters since.
  • 1,862 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2023.

Based on LWS Wealth Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.