Sterling Group Wealth Management, LLC Ishares Tr Msci Eafe ETF Transaction History

Sterling Group Wealth Management, LLC

$186 Million
Q1 2025

A detailed history of Sterling Group Wealth Management, LLC transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Sterling Group Wealth Management, LLC holds 135,799 shares of EFA stock, worth $11.5 Million. This represents 5.96% of its overall portfolio holdings.

Number of Shares

135,799

Previous 134,261 1.15%

Holding current value

$11.5 Million

Previous $10.2 Million 9.33%

% of portfolio

5.96%

Previous 5.28%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 25, 2025	BUY	$74.85 - $84.89 $115,119 - $130,560	1,538 Added 1.15%	135,799 $11.1 Million
Q4 2024 Jan 17, 2025	BUY	$75.1 - $82.99 $280,798 - $310,299	3,739 Added 2.86%	134,261 $10.2 Million
Q3 2024 Oct 07, 2024	BUY	$75.32 - $84.37 $404,393 - $452,982	5,369 Added 4.29%	130,522 $10.9 Million
Q2 2024 Jul 15, 2024	BUY	$76.09 - $82.16 $9.52 Million - $10.3 Million	125,153 New	125,153 $9.8 Million
Q4 2023 Jan 12, 2024	BUY	$65.84 - $75.47 $380,621 - $436,292	5,781 Added 25.0%	28,909 $2.18 Billion
Q3 2023 Oct 11, 2023	BUY	$68.56 - $74.46 $60,469 - $65,673	882 Added 3.96%	23,128 $1.59 Billion
Q2 2023 Jul 06, 2023	BUY	$70.67 - $73.9 $263,669 - $275,720	3,731 Added 20.15%	22,246 $1.61 Billion
Q1 2023 Apr 21, 2023	BUY	$66.22 - $72.19 $15,694 - $17,109	237 Added 1.3%	18,515 $1.32 Billion
Q4 2022 Feb 17, 2023	BUY	$55.71 - $67.79 $1.02 Million - $1.24 Million	18,278 New	18,278 $1.2 Billion

Others Institutions Holding EFA

# of Institutions

2,245

Shares Held

586M

Call Options Held

72.2M

Put Options Held

87.4M

View Full List

About ISHARES TR MSCI EAFE ETF

Ticker EFA
Sector ETFs
Industry ETFs

More about EFA

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Sterling Group Wealth Management, LLC Ishares Tr Msci Eafe ETF Transaction History