Bsw Wealth Partners Ishares Tr Msci Eafe ETF Transaction History

Bsw Wealth Partners

$676 Million
Q4 2024

A detailed history of Bsw Wealth Partners transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Bsw Wealth Partners holds 69,869 shares of EFA stock, worth $5.54 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares

69,869

Previous 73,203 4.55%

Holding current value

$5.54 Million

Previous $6.12 Million 13.71%

% of portfolio

0.78%

Previous 0.93%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$75.1 - $82.99 $250,383 - $276,688	-3,334 Reduced 4.55%	69,869 $5.28 Million
Q3 2024 Oct 29, 2024	SELL	$75.32 - $84.37 $71,779 - $80,404	-953 Reduced 1.29%	73,203 $6.12 Million
Q2 2024 Jul 16, 2024	SELL	$76.09 - $82.16 $1.1 Million - $1.19 Million	-14,450 Reduced 16.31%	74,156 $5.81 Million
Q1 2024 Apr 23, 2024	SELL	$73.11 - $80.04 $89,998 - $98,529	-1,231 Reduced 1.37%	88,606 $7.08 Million
Q4 2023 Jan 25, 2024	SELL	$65.84 - $75.47 $126,083 - $144,525	-1,915 Reduced 2.09%	89,837 $6.77 Million
Q3 2023 Oct 27, 2023	SELL	$68.56 - $74.46 $224,465 - $243,782	-3,274 Reduced 3.45%	91,752 $6.32 Million
Q2 2023 Aug 11, 2023	SELL	$70.67 - $73.9 $646,913 - $676,480	-9,154 Reduced 8.79%	95,026 $6.89 Million
Q1 2023 May 15, 2023	SELL	$66.22 - $72.19 $75,689 - $82,513	-1,143 Reduced 1.09%	104,180 $7.45 Million
Q4 2022 Feb 13, 2023	SELL	$55.71 - $67.79 $1.24 Million - $1.5 Million	-22,200 Reduced 17.41%	105,323 $6.91 Million
Q3 2022 Nov 14, 2022	SELL	$55.54 - $66.76 $3,776 - $4,539	-68 Reduced 0.05%	127,523 $7.14 Million
Q2 2022 Aug 15, 2022	SELL	$61.48 - $74.59 $916,543 - $1.11 Million	-14,908 Reduced 10.46%	127,591 $7.97 Million
Q1 2022 May 16, 2022	SELL	$66.84 - $79.66 $53,739 - $64,046	-804 Reduced 0.56%	142,499 $10.5 Million
Q4 2021 Feb 14, 2022	SELL	$76.4 - $81.83 $254,335 - $272,412	-3,329 Reduced 2.27%	143,303 $11.3 Million
Q3 2021 Nov 15, 2021	SELL	$76.9 - $82.13 $32,682 - $34,905	-425 Reduced 0.29%	146,632 $11.4 Million
Q2 2021 Aug 16, 2021	SELL	$76.86 - $81.95 $862,830 - $919,970	-11,226 Reduced 7.09%	147,057 $11.6 Million
Q1 2021 May 17, 2021	SELL	$72.39 - $76.92 $1.86 Million - $1.97 Million	-25,627 Reduced 13.93%	158,283 $12 Million
Q4 2020 Feb 16, 2021	BUY	$61.39 - $73.52 $159,368 - $190,857	2,596 Added 1.43%	183,910 $13.4 Million
Q3 2020 Nov 13, 2020	SELL	$61.1 - $65.92 $360,367 - $388,796	-5,898 Reduced 3.15%	181,314 $11.5 Million
Q2 2020 Aug 13, 2020	SELL	$50.9 - $64.65 $5,090 - $6,465	-100 Reduced 0.05%	187,212 $11.4 Million
Q1 2020 May 14, 2020	SELL	$46.5 - $70.38 $1.44 Million - $2.17 Million	-30,875 Reduced 14.15%	187,312 $10 Million
Q4 2019 Feb 18, 2020	SELL	$63.25 - $69.66 $439,208 - $483,719	-6,944 Reduced 3.08%	218,187 $15.2 Million
Q3 2019 Nov 12, 2019	SELL	$61.3 - $66.68 $1.3 Million - $1.41 Million	-21,146 Reduced 8.59%	225,131 $14.7 Million
Q2 2019 Aug 13, 2019	SELL	$63.4 - $66.99 $335,449 - $354,444	-5,291 Reduced 2.1%	246,277 $16.2 Million
Q1 2019 May 14, 2019	SELL	$58.13 - $65.61 $4.76 Million - $5.37 Million	-81,884 Reduced 24.56%	251,568 $16.3 Million
Q4 2018 Feb 13, 2019	SELL	$56.89 - $68.07 $602,863 - $721,337	-10,597 Reduced 3.08%	333,452 $19.6 Million
Q3 2018 Nov 09, 2018	BUY	$65.43 - $68.98 $541,302 - $570,671	8,273 Added 2.46%	344,049 $23.4 Million
Q2 2018 Aug 07, 2018	SELL	$66.35 - $71.9 $51,155 - $55,434	-771 Reduced 0.23%	335,776 $22.5 Million
Q1 2018 May 10, 2018	SELL	$67.94 - $75.25 $1.9 Million - $2.1 Million	-27,901 Reduced 7.66%	336,547 $23.5 Million
Q4 2017 Feb 08, 2018	SELL	$68.42 - $70.8 $27,436 - $28,390	-401 Reduced 0.11%	364,448 $25.6 Million
Q3 2017 Nov 03, 2017	BUY	$66.39 - $68.48 $24.2 Million - $25 Million	364,849	364,849 $25 Million

Others Institutions Holding EFA

# of Institutions

2,144

Shares Held

574M

Call Options Held

74.5M

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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Bsw Wealth Partners Ishares Tr Msci Eafe ETF Transaction History