Avidian Wealth Solutions, LLC Ishares Tr Msci Eafe ETF Transaction History

Avidian Wealth Solutions, LLC

$2.37 Billion
Q2 2025

A detailed history of Avidian Wealth Solutions, LLC transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 75,061 shares of EFA stock, worth $7.04 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares

75,061

Previous 74,287 1.04%

Holding current value

$7.04 Million

Previous $6.07 Million 10.51%

% of portfolio

0.28%

Previous 0.28%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 30, 2025	BUY	$72.96 - $90.39 $56,471 - $69,961	774 Added 1.04%	75,061 $6.71 Million
Q1 2025 Apr 25, 2025	SELL	$74.85 - $84.89 $1.26 Million - $1.43 Million	-16,809 Reduced 18.45%	74,287 $6.07 Million
Q4 2024 Jan 29, 2025	SELL	$75.1 - $82.99 $102,436 - $113,198	-1,364 Reduced 1.48%	91,096 $6.89 Million
Q3 2024 Oct 30, 2024	BUY	$75.32 - $84.37 $13,708 - $15,355	182 Added 0.2%	92,460 $7.73 Million
Q2 2024 Aug 06, 2024	BUY	$76.09 - $82.16 $1.36 Million - $1.47 Million	17,917 Added 24.09%	92,278 $7.23 Million
Q1 2024 May 03, 2024	SELL	$73.11 - $80.04 $201,564 - $220,670	-2,757 Reduced 3.58%	74,361 $5.94 Million
Q4 2023 Feb 06, 2024	SELL	$65.84 - $75.47 $375,156 - $430,028	-5,698 Reduced 6.88%	77,118 $5.81 Million
Q3 2023 Oct 13, 2023	BUY	$68.56 - $74.46 $278,216 - $302,158	4,058 Added 5.15%	82,816 $5.71 Million
Q2 2023 Aug 03, 2023	BUY	$70.67 - $73.9 $1.26 Million - $1.32 Million	17,898 Added 29.41%	78,758 $5.71 Million
Q1 2023 May 08, 2023	BUY	$66.22 - $72.19 $3.49 Million - $3.81 Million	52,755 Added 650.89%	60,860 $4.35 Million
Q4 2022 Feb 06, 2023	SELL	$55.71 - $67.79 $16,323 - $19,862	-293 Reduced 3.49%	8,105 $532,000
Q3 2022 Nov 03, 2022	SELL	$55.54 - $66.76 $146,681 - $176,313	-2,641 Reduced 23.92%	8,398 $470,000
Q2 2022 Jul 29, 2022	SELL	$61.48 - $74.59 $85,334 - $103,530	-1,388 Reduced 11.17%	11,039 $690,000
Q1 2022 May 10, 2022	SELL	$66.84 - $79.66 $80,675 - $96,149	-1,207 Reduced 8.85%	12,427 $915,000
Q4 2021 Feb 14, 2022	BUY	$76.4 - $81.83 $1.04 Million - $1.12 Million	13,634 New	13,634 $1.07 Million
Q4 2020 Feb 09, 2021	SELL	$61.39 - $73.52 $348,449 - $417,299	-5,676 Closed	0 $0
Q3 2020 Feb 03, 2021	BUY	$61.1 - $65.92 $346,803 - $374,161	5,676 New	5,676 $361,000
Q3 2020 Nov 06, 2020	SELL	$61.1 - $65.92 $361,834 - $390,378	-5,922 Closed	0 $0
Q2 2020 Aug 10, 2020	BUY	$50.9 - $64.65 $38,887 - $49,392	764 Added 14.81%	5,922 $360,000
Q1 2020 Apr 22, 2020	SELL	$46.5 - $70.38 $336,381 - $509,128	-7,234 Reduced 58.38%	5,158 $276,000
Q4 2019 Feb 13, 2020	SELL	$63.25 - $69.66 $7,590 - $8,359	-120 Reduced 0.96%	12,392 $861,000
Q3 2019 Nov 14, 2019	BUY	$61.3 - $66.68 $766,985 - $834,300	12,512 New	12,512 $816,000

Others Institutions Holding EFA

# of Institutions

2,379

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

Track This Portfolio

Portfolio Update

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

News

Stay updated on Avidian Wealth Solutions, LLC with notifications on news.

Account

Avidian Wealth Solutions, LLC Ishares Tr Msci Eafe ETF Transaction History