Axxcess Wealth Management, LLC Ishares Tr Msci Eafe ETF Transaction History

Axxcess Wealth Management, LLC

$3.59 Billion
Q1 2025

A detailed history of Axxcess Wealth Management, LLC transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 4,624 shares of EFA stock, worth $410,657. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,624

Previous 22,579 79.52%

Holding current value

$410,657

Previous $1.71 Million 77.91%

% of portfolio

0.01%

Previous 0.04%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	SELL	$74.85 - $84.89 $1.34 Million - $1.52 Million	-17,955 Reduced 79.52%	4,624 $377,000
Q4 2024 Feb 10, 2025	SELL	$75.1 - $82.99 $1.22 Million - $1.35 Million	-16,278 Reduced 41.89%	22,579 $1.71 Million
Q3 2024 Nov 04, 2024	SELL	$75.32 - $84.37 $549,986 - $616,069	-7,302 Reduced 15.82%	38,857 $3.25 Million
Q2 2024 Aug 09, 2024	BUY	$76.09 - $82.16 $3.16 Million - $3.42 Million	41,570 Added 905.86%	46,159 $3.62 Million
Q1 2024 May 14, 2024	SELL	$73.11 - $80.04 $576,179 - $630,795	-7,881 Reduced 63.2%	4,589 $366,000
Q4 2023 Feb 06, 2024	BUY	$65.84 - $75.47 $304,839 - $349,426	4,630 Added 59.06%	12,470 $939,000
Q3 2023 Nov 14, 2023	SELL	$68.56 - $74.46 $357,883 - $388,681	-5,220 Reduced 39.97%	7,840 $540,000
Q2 2023 Aug 08, 2023	BUY	$70.67 - $73.9 $389,038 - $406,819	5,505 Added 72.87%	13,060 $946,000
Q1 2023 May 03, 2023	SELL	$66.22 - $72.19 $15,429 - $16,820	-233 Reduced 2.99%	7,555 $540,000
Q4 2022 Feb 14, 2023	SELL	$55.71 - $67.79 $2.99 Million - $3.64 Million	-53,653 Reduced 87.32%	7,788 $511,000
Q3 2022 Nov 14, 2022	BUY	$55.54 - $66.76 $3.41 Million - $4.1 Million	61,441 New	61,441 $3.44 Million
Q2 2022 Aug 11, 2022	SELL	$61.48 - $74.59 $9.11 Million - $11.1 Million	-148,233 Closed	0 $0
Q1 2022 Aug 11, 2022	SELL	$66.84 - $79.66 $270,835 - $322,782	-4,052 Reduced 2.66%	148,233 $10.9 Million
Q4 2021 Aug 11, 2022	BUY	$76.4 - $81.83 $11.6 Million - $12.5 Million	152,285 New	152,285 $12 Million

Others Institutions Holding EFA

# of Institutions

2,276

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

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Axxcess Wealth Management, LLC Ishares Tr Msci Eafe ETF Transaction History