Amplius Wealth Advisors, LLC Ishares Tr Msci Eafe ETF Transaction History

Amplius Wealth Advisors, LLC

$851 Million
Q3 2025

A detailed history of Amplius Wealth Advisors, LLC transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 8,080 shares of EFA stock, worth $769,700. This represents 0.09% of its overall portfolio holdings.

Number of Shares

8,080

Previous 8,579 5.82%

Holding current value

$769,700

Previous $766,000 1.57%

% of portfolio

0.09%

Previous 0.08%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	SELL	$87.29 - $93.61 $43,557 - $46,711	-499 Reduced 5.82%	8,080 $754,000
Q2 2025 Aug 04, 2025	BUY	$72.96 - $90.39 $36,480 - $45,195	500 Added 6.19%	8,579 $766,000
Q4 2024 Jan 16, 2025	BUY	$75.1 - $82.99 $53,771 - $59,420	716 Added 9.72%	8,079 $610,000
Q4 2023 Jan 10, 2024	SELL	$65.84 - $75.47 $482,409 - $552,968	-7,327 Reduced 49.88%	7,363 $554,000
Q2 2023 Jul 26, 2023	SELL	$70.67 - $73.9 $29,681 - $31,038	-420 Reduced 2.78%	14,690 $1.07 Million

Q4 2022 Jan 19, 2023	SELL	$55.71 - $67.79 $1,949 - $2,372	-35 Reduced 0.23%	15,110 $0
Q4 2021 Jan 28, 2022	BUY	$76.4 - $81.83 $1.16 Million - $1.24 Million	15,145 New	15,145 $1.19 Million

Others Institutions Holding EFA

# of Institutions

2,418

Shares Held

608M

Call Options Held

65M

Put Options Held

82.4M

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 Amplius Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Amplius Wealth Advisors, LLC with notifications on news.

Account

Amplius Wealth Advisors, LLC Ishares Tr Msci Eafe ETF Transaction History