Beese Fulmer Investment Management, Inc. Ishares Tr Msci Eafe ETF Transaction History

Beese Fulmer Investment Management, Inc.

$1.13 Billion
Q1 2025

A detailed history of Beese Fulmer Investment Management, Inc. transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Beese Fulmer Investment Management, Inc. holds 5,510 shares of EFA stock, worth $487,469. This represents 0.04% of its overall portfolio holdings.

Number of Shares

5,510

Previous 5,960 7.55%

Holding current value

$487,469

Previous $450,000 0.89%

% of portfolio

0.04%

Previous 0.04%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 08, 2025	SELL	$74.85 - $84.89 $33,682 - $38,200	-450 Reduced 7.55%	5,510 $454,000
Q4 2024 Jan 28, 2025	BUY	$75.1 - $82.99 $300 - $331	4 Added 0.07%	5,960 $450,000
Q3 2024 Oct 22, 2024	SELL	$75.32 - $84.37 $292,467 - $327,608	-3,883 Reduced 39.47%	5,956 $498,000
Q2 2024 Jul 03, 2024	BUY	$76.09 - $82.16 $304 - $328	4 Added 0.04%	9,839 $770,000
Q1 2024 Apr 08, 2024	SELL	$73.11 - $80.04 $17,180 - $18,809	-235 Reduced 2.33%	9,835 $785,000
Q4 2023 Jan 09, 2024	SELL	$65.84 - $75.47 $9,020 - $10,339	-137 Reduced 1.34%	10,070 $758,000
Q2 2023 Jul 11, 2023	BUY	$70.67 - $73.9 $282 - $295	4 Added 0.04%	10,207 $740,000
Q1 2023 Apr 11, 2023	SELL	$66.22 - $72.19 $4,900 - $5,342	-74 Reduced 0.72%	10,203 $729,000
Q4 2022 Jan 17, 2023	SELL	$55.71 - $67.79 $16,824 - $20,472	-302 Reduced 2.85%	10,277 $0
Q3 2022 Oct 06, 2022	BUY	$55.54 - $66.76 $34,157 - $41,057	615 Added 6.17%	10,579 $593,000
Q2 2022 Jul 11, 2022	BUY	$61.48 - $74.59 $23,915 - $29,015	389 Added 4.06%	9,964 $623,000
Q1 2022 Apr 12, 2022	SELL	$66.84 - $79.66 $23,394 - $27,881	-350 Reduced 3.53%	9,575 $705,000
Q4 2021 Jan 10, 2022	SELL	$76.4 - $81.83 $64,099 - $68,655	-839 Reduced 7.79%	9,925 $781,000
Q3 2021 Oct 08, 2021	BUY	$76.9 - $82.13 $19,840 - $21,189	258 Added 2.46%	10,764 $840,000
Q2 2021 Jul 08, 2021	BUY	$76.86 - $81.95 $230 - $245	3 Added 0.03%	10,506 $829,000
Q1 2021 Apr 23, 2021	SELL	$72.39 - $76.92 $1,809 - $1,923	-25 Reduced 0.24%	10,503 $797,000
Q4 2020 Jan 20, 2021	SELL	$61.39 - $73.52 $7,244 - $8,675	-118 Reduced 1.11%	10,528 $768,000
Q3 2020 Oct 08, 2020	SELL	$61.1 - $65.92 $104,175 - $112,393	-1,705 Reduced 13.8%	10,646 $678,000
Q2 2020 Jul 17, 2020	SELL	$50.9 - $64.65 $8,754 - $11,119	-172 Reduced 1.37%	12,351 $752,000
Q1 2020 Apr 09, 2020	BUY	$46.5 - $70.38 $96,487 - $146,038	2,075 Added 19.86%	12,523 $669,000
Q4 2019 Feb 05, 2020	BUY	$63.25 - $69.66 $31,751 - $34,969	502 Added 5.05%	10,448 $726,000
Q3 2019 Nov 01, 2019	BUY	$61.3 - $66.68 $350,758 - $381,542	5,722 Added 135.46%	9,946 $649,000
Q3 2018 Oct 09, 2018	SELL	$65.43 - $68.98 $26,172 - $27,592	-400 Reduced 8.65%	4,224 $287,000
Q4 2017 Jan 26, 2018	SELL	$68.42 - $70.8 $25,794 - $26,691	-377 Reduced 7.54%	4,624 $325,000
Q3 2017 Oct 17, 2017	BUY	$66.39 - $68.48 $332,016 - $342,468	5,001	5,001 $342,000

Others Institutions Holding EFA

# of Institutions

2,323

Shares Held

580M

Call Options Held

57.6M

Put Options Held

76.4M

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 Beese Fulmer Investment Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Beese Fulmer Investment Management, Inc. with notifications on news.

Account

Beese Fulmer Investment Management, Inc. Ishares Tr Msci Eafe ETF Transaction History