Cm Wealth Advisors LLC Ishares Tr Msci Eafe ETF Transaction History

Cm Wealth Advisors LLC

$359 Million
Q3 2025

A detailed history of Cm Wealth Advisors LLC transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Cm Wealth Advisors LLC holds 22,691 shares of EFA stock, worth $2.16 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares

22,691

Previous 20,967 8.22%

Holding current value

$2.16 Million

Previous $1.87 Million 13.02%

% of portfolio

0.59%

Previous 0.57%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 05, 2025	BUY	$87.29 - $93.61 $150,487 - $161,383	1,724 Added 8.22%	22,691 $2.12 Million
Q2 2025 Aug 06, 2025	BUY	$72.96 - $90.39 $301,470 - $373,491	4,132 Added 24.54%	20,967 $1.87 Million
Q4 2024 Feb 13, 2025	SELL	$75.1 - $82.99 $951,516 - $1.05 Million	-12,670 Reduced 42.94%	16,835 $1.27 Million
Q3 2024 Nov 12, 2024	BUY	$75.32 - $84.37 $158,699 - $177,767	2,107 Added 7.69%	29,505 $2.47 Million
Q2 2024 Aug 14, 2024	SELL	$76.09 - $82.16 $27,925 - $30,152	-367 Reduced 1.32%	27,398 $2.15 Million

Q1 2024 May 13, 2024	SELL	$73.11 - $80.04 $135,253 - $148,074	-1,850 Reduced 6.25%	27,765 $2.22 Million
Q4 2023 Feb 05, 2024	BUY	$65.84 - $75.47 $138,724 - $159,015	2,107 Added 7.66%	29,615 $2.23 Million
Q3 2023 Nov 16, 2023	SELL	$68.56 - $74.46 $233,104 - $253,163	-3,400 Reduced 11.0%	27,508 $1.9 Million
Q2 2023 Aug 15, 2023	BUY	$70.67 - $73.9 $2.18 Million - $2.28 Million	30,908 New	30,908 $2.24 Million
Q4 2022 May 04, 2023	BUY	$55.71 - $67.79 $1.89 Million - $2.3 Million	33,923 New	33,923 $2.23 Billion
Q3 2022 May 11, 2023	BUY	$55.54 - $66.76 $1.93 Million - $2.32 Million	34,732 New	34,732 $1.95 Billion
Q2 2022 May 09, 2023	BUY	$61.48 - $74.59 $2.14 Million - $2.59 Million	34,732 New	34,732 $2.17 Billion

Others Institutions Holding EFA

# of Institutions

2,418

Shares Held

608M

Call Options Held

65M

Put Options Held

82.4M

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 Cm Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

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

Account

Cm Wealth Advisors LLC Ishares Tr Msci Eafe ETF Transaction History