Archvest Wealth Advisors, Inc. Ishares Tr Msci Eafe ETF Transaction History

Archvest Wealth Advisors, Inc.

$120 Million
Q1 2025

A detailed history of Archvest Wealth Advisors, Inc. transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Archvest Wealth Advisors, Inc. holds 12,330 shares of EFA stock, worth $1.17 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares

12,330

Previous 14,182 13.06%

Holding current value

$1.17 Million

Previous $1.07 Million 6.06%

% of portfolio

0.84%

Previous 0.78%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	SELL	$74.85 - $84.89 $138,622 - $157,216	-1,852 Reduced 13.06%	12,330 $1.01 Million
Q4 2024 Jan 28, 2025	SELL	$75.1 - $82.99 $42,882 - $47,387	-571 Reduced 3.87%	14,182 $1.07 Million
Q3 2024 Nov 04, 2024	SELL	$75.32 - $84.37 $2,560 - $2,868	-34 Reduced 0.23%	14,753 $1.23 Million
Q1 2024 Apr 29, 2024	SELL	$73.11 - $80.04 $8,188 - $8,964	-112 Reduced 0.75%	14,787 $1.18 Million
Q4 2023 Jan 16, 2024	BUY	$65.84 - $75.47 $127,861 - $146,562	1,942 Added 14.99%	14,899 $1.12 Million
Q3 2023 Nov 07, 2023	BUY	$68.56 - $74.46 $1,782 - $1,935	26 Added 0.2%	12,957 $892,000
Q4 2022 Feb 03, 2023	SELL	$55.71 - $67.79 $29,470 - $35,860	-529 Reduced 3.93%	12,931 $848,000
Q3 2022 Nov 09, 2022	BUY	$55.54 - $66.76 $374,617 - $450,296	6,745 Added 100.45%	13,460 $754,000
Q2 2022 Jul 26, 2022	BUY	$61.48 - $74.59 $26,129 - $31,700	425 Added 6.76%	6,715 $420,000
Q4 2021 Feb 14, 2022	BUY	$76.4 - $81.83 $480,556 - $514,710	6,290 New	6,290 $495,000

Others Institutions Holding EFA

# of Institutions

2,372

Shares Held

607M

Call Options Held

53.2M

Put Options Held

74.1M

View Full List

About ISHARES TR MSCI EAFE ETF

Ticker EFA
Sector ETFs
Industry ETFs

More about EFA

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Archvest Wealth Advisors, Inc. Ishares Tr Msci Eafe ETF Transaction History