Bordeaux Wealth Advisors LLC Ishares Tr Msci Eafe ETF Transaction History

Bordeaux Wealth Advisors LLC

  • $619 Million
  • Q4 2024

A detailed history of Bordeaux Wealth Advisors LLC transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Bordeaux Wealth Advisors LLC holds 28,937 shares of EFA stock, worth $2.36 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
28,937
Previous 29,735 2.68%
Holding current value
$2.36 Million
Previous $2.25 Million 2.71%
% of portfolio
0.35%
Previous 0.39%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
SELL
$75.1 - $82.99 $59,929 - $66,226
-798 Reduced 2.68%
28,937 $2.19 Million
Q3 2024

Nov 04, 2024
SELL
$75.32 - $84.37 $33,065 - $37,038
-439 Reduced 1.45%
29,735 $2.49 Million
Q2 2024

Aug 02, 2024
BUY
$76.09 - $82.16 $1.64 Million - $1.77 Million
21,529 Added 249.03%
30,174 $2.36 Million
Q1 2023

May 04, 2023
BUY
$66.22 - $72.19 $572,471 - $624,082
8,645 New
8,645 $618,000
Q2 2022

Jul 28, 2022
SELL
$61.48 - $74.59 $64,000 - $77,648
-1,041 Reduced 22.05%
3,680 $230,000
Q4 2021

Jan 27, 2022
BUY
$76.4 - $81.83 $64,252 - $68,819
841 Added 21.68%
4,721 $371,000
Q3 2021

Nov 08, 2021
SELL
$76.9 - $82.13 $189,404 - $202,286
-2,463 Reduced 38.83%
3,880 $303,000
Q2 2021

Jul 30, 2021
SELL
$76.86 - $81.95 $48,575 - $51,792
-632 Reduced 9.06%
6,343 $500,000
Q4 2020

Feb 04, 2021
BUY
$61.39 - $73.52 $428,195 - $512,802
6,975 New
6,975 $509,000

Others Institutions Holding EFA

# of Institutions
2,210
Shares Held
588M
Call Options Held
70.5M
Put Options Held
87M
View Full List

About ISHARES TR MSCI EAFE ETF

EFA Quotes by TradingView
  • Ticker EFA
  • Sector ETFs
  • Industry ETFs
More about EFA
Track This Portfolio

Track Bordeaux Wealth Advisors LLC Portfolio

Follow Bordeaux Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Bordeaux Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email