Balanced Wealth Group LLC Ishares Tr Msci Eafe ETF Transaction History

Balanced Wealth Group LLC

$207 Billion
Q1 2025

A detailed history of Balanced Wealth Group LLC transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Balanced Wealth Group LLC holds 7,893 shares of EFA stock, worth $703,108. This represents 0.31% of its overall portfolio holdings.

Number of Shares

7,893

Previous 7,893 -0.0%

Holding current value

$703,108

Previous $625 Million 3.14%

% of portfolio

0.31%

Previous 0.28%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$75.1 - $82.99 $8,185 - $9,045	109 Added 1.4%	7,893 $625 Million
Q3 2024 Oct 28, 2024	BUY	$75.32 - $84.37 $9,339 - $10,461	124 Added 1.62%	7,784 $651 Million
Q2 2024 Aug 13, 2024	BUY	$76.09 - $82.16 $10,272 - $11,091	135 Added 1.79%	7,660 $601 Million
Q1 2024 May 13, 2024	BUY	$73.11 - $80.04 $347,126 - $380,029	4,748 Added 170.98%	7,525 $603 Million
Q4 2023 Feb 06, 2024	BUY	$65.84 - $75.47 $182,837 - $209,580	2,777 New	2,777 $209 Million

Others Institutions Holding EFA

# of Institutions

2,277

Shares Held

575M

Call Options Held

57.9M

Put Options Held

76.2M

View Full List

About ISHARES TR MSCI EAFE ETF

Ticker EFA
Sector ETFs
Industry ETFs

More about EFA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Balanced Wealth Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Balanced Wealth Group LLC with notifications on news.

Account

Balanced Wealth Group LLC Ishares Tr Msci Eafe ETF Transaction History