A detailed history of Financial Perspectives, Inc transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Financial Perspectives, Inc holds 3,033 shares of EFA stock, worth $235,057. This represents 0.09% of its overall portfolio holdings.

Number of Shares
3,033
Previous 3,033 -0.0%
Holding current value
$235,057
Previous $238 Million 6.77%
% of portfolio
0.09%
Previous 0.09%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

BUY
$76.09 - $82.16 $6,011 - $6,490
79 Added 2.67%
3,033 $238 Million
Q1 2024

Apr 19, 2024

SELL
$73.11 - $80.04 $5,848 - $6,403
-80 Reduced 2.64%
2,954 $236 Million
Q4 2023

Feb 01, 2024

BUY
$65.84 - $75.47 $329 - $377
5 Added 0.17%
3,034 $229 Million
Q2 2023

Jan 09, 2024

BUY
$70.67 - $73.9 $424 - $443
6 Added 0.2%
3,029 $220 Million
Q4 2022

Jan 09, 2024

SELL
$55.71 - $67.79 $15,877 - $19,320
-285 Reduced 8.62%
3,023 $198 Million
Q2 2022

Jan 09, 2024

BUY
$61.48 - $74.59 $676 - $820
11 Added 0.33%
3,308 $207 Million
Q1 2022

Jan 09, 2024

SELL
$66.84 - $79.66 $6,617 - $7,886
-99 Reduced 2.92%
3,297 $243 Million
Q4 2021

Jan 09, 2024

BUY
$76.4 - $81.83 $3,285 - $3,518
43 Added 1.28%
3,396 $267 Million
Q2 2021

Jan 09, 2024

SELL
$76.86 - $81.95 $16.4 Million - $17.5 Million
-213,045 Reduced 98.45%
3,353 $264 Million
Q1 2021

Jan 09, 2024

BUY
$72.39 - $76.92 $15.5 Million - $16.4 Million
213,546 Added 7487.59%
216,398 $2.85 Million
Q4 2020

Jan 09, 2024

BUY
$61.39 - $73.52 $61 - $73
1 Added 0.04%
2,852 $208 Million
Q2 2020

Jan 09, 2024

SELL
$50.9 - $64.65 $113,150 - $143,716
-2,223 Reduced 43.81%
2,851 $174 Million
Q4 2019

Jan 09, 2024

BUY
$63.25 - $69.66 $320,930 - $353,454
5,074 New
5,074 $352 Million

Others Institutions Holding EFA

About ISHARES TR MSCI EAFE ETF


  • Ticker EFA
  • Sector ETFs
  • Industry ETFs
More about EFA
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