Bordeaux Wealth Advisors LLC Ishares Tr Msci Eafe ETF Transaction History

Bordeaux Wealth Advisors LLC

$551 Million
Q3 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 29,735 shares of EFA stock, worth $2.3 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares

29,735

Previous 30,174 1.45%

Holding current value

$2.3 Million

Previous $2.36 Million 5.21%

% of portfolio

0.45%

Previous 0.45%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,115

Shares Held

572M

Call Options Held

74.2M

Put Options Held

110M

View Full List

About ISHARES TR MSCI EAFE ETF

Ticker EFA
Sector ETFs
Industry ETFs

More about EFA

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Bordeaux Wealth Advisors LLC Ishares Tr Msci Eafe ETF Transaction History