Cfm Wealth Partners LLC Ishares Tr Msci Eafe ETF Transaction History

Cfm Wealth Partners LLC

$568 Million
Q3 2024

A detailed history of Cfm Wealth Partners LLC transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Cfm Wealth Partners LLC holds 10,493 shares of EFA stock, worth $813,207. This represents 0.15% of its overall portfolio holdings.

Number of Shares

10,493

Previous 10,175 3.13%

Holding current value

$813,207

Previous $850,000 3.18%

% of portfolio

0.15%

Previous 0.18%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 23, 2024	BUY	$75.32 - $84.37 $23,951 - $26,829	318 Added 3.13%	10,493 $877,000
Q3 2024 Oct 15, 2024	BUY	$75.32 - $84.37 $12,503 - $14,005	166 Added 1.66%	10,175 $850,000
Q2 2024 Jul 18, 2024	SELL	$76.09 - $82.16 $12,630 - $13,638	-166 Reduced 1.63%	10,009 $784,000
Q1 2024 Apr 15, 2024	SELL	$73.11 - $80.04 $84,661 - $92,686	-1,158 Reduced 10.22%	10,175 $812,000
Q3 2023 Oct 11, 2023	BUY	$68.56 - $74.46 $449,205 - $487,861	6,552 Added 137.04%	11,333 $781,000
Q2 2023 Jul 14, 2023	BUY	$70.67 - $73.9 $34,416 - $35,989	487 Added 11.34%	4,781 $346,000
Q1 2023 Apr 12, 2023	BUY	$66.22 - $72.19 $284,348 - $309,983	4,294 New	4,294 $307,000
Q3 2022 Oct 17, 2022	BUY	$55.54 - $66.76 $25,492 - $30,642	459 Added 10.56%	4,807 $269,000
Q2 2022 Jul 12, 2022	SELL	$61.48 - $74.59 $12,726 - $15,440	-207 Reduced 4.54%	4,348 $272,000
Q1 2022 Apr 14, 2022	BUY	$66.84 - $79.66 $29,008 - $34,572	434 Added 10.53%	4,555 $335,000
Q3 2021 Oct 25, 2021	SELL	$76.9 - $82.13 $28,760 - $30,716	-374 Reduced 8.32%	4,121 $321,000
Q4 2020 Feb 10, 2021	SELL	$61.39 - $73.52 $4,420 - $5,293	-72 Reduced 1.58%	4,495 $328,000
Q3 2020 Nov 10, 2020	SELL	$61.1 - $65.92 $108,452 - $117,008	-1,775 Reduced 27.99%	4,567 $290,000
Q1 2020 May 12, 2020	SELL	$46.5 - $70.38 $144,150 - $218,178	-3,100 Reduced 32.83%	6,342 $339,000
Q4 2019 Jan 30, 2020	BUY	$63.25 - $69.66 $597,206 - $657,729	9,442 New	9,442 $663,000

Others Institutions Holding EFA

# of Institutions

2,116

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

Track This Portfolio

Portfolio Update

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

News

Stay updated on Cfm Wealth Partners LLC with notifications on news.

Account

Cfm Wealth Partners LLC Ishares Tr Msci Eafe ETF Transaction History