Colton Groome Financial Advisors, LLC Ishares Tr Msci Eafe ETF Transaction History

Colton Groome Financial Advisors, LLC

$256 Million
Q1 2025

A detailed history of Colton Groome Financial Advisors, LLC transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Colton Groome Financial Advisors, LLC holds 242,114 shares of EFA stock, worth $20.9 Million. This represents 7.73% of its overall portfolio holdings.

Number of Shares

242,114

Previous 252,213 4.0%

Holding current value

$20.9 Million

Previous $19.1 Million 3.77%

% of portfolio

7.73%

Previous 7.32%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$74.85 - $84.89 $755,910 - $857,304	-10,099 Reduced 4.0%	242,114 $19.8 Million
Q4 2024 Jan 23, 2025	SELL	$75.1 - $82.99 $186,923 - $206,562	-2,489 Reduced 0.98%	252,213 $19.1 Million
Q3 2024 Oct 24, 2024	BUY	$75.32 - $84.37 $342,931 - $384,136	4,553 Added 1.82%	254,702 $21.3 Million
Q2 2024 Jul 24, 2024	BUY	$76.09 - $82.16 $691,049 - $746,177	9,082 Added 3.77%	250,149 $19.6 Million
Q1 2024 Apr 18, 2024	BUY	$73.11 - $80.04 $942,095 - $1.03 Million	12,886 Added 5.65%	241,067 $19.3 Million
Q4 2023 Jan 31, 2024	BUY	$65.84 - $75.47 $2.71 Million - $3.11 Million	41,174 Added 22.02%	228,181 $17.2 Million
Q3 2023 Oct 23, 2023	BUY	$68.56 - $74.46 $1.63 Million - $1.78 Million	23,846 Added 14.62%	187,007 $12.9 Million
Q2 2023 Jul 27, 2023	BUY	$70.67 - $73.9 $3.13 Million - $3.27 Million	44,287 Added 37.26%	163,161 $11.8 Million
Q1 2023 Apr 17, 2023	BUY	$66.22 - $72.19 $1.21 Million - $1.32 Million	18,281 Added 18.17%	118,874 $8.5 Million
Q4 2022 Jan 25, 2023	BUY	$55.71 - $67.79 $1.97 Million - $2.4 Million	35,357 Added 54.2%	100,593 $0
Q3 2022 Oct 20, 2022	BUY	$55.54 - $66.76 $498,138 - $598,770	8,969 Added 15.94%	65,236 $3.65 Million
Q2 2022 Jul 26, 2022	SELL	$61.48 - $74.59 $478,068 - $580,011	-7,776 Reduced 12.14%	56,267 $3.52 Million
Q1 2022 Apr 18, 2022	BUY	$66.84 - $79.66 $2.05 Million - $2.44 Million	30,636 Added 91.71%	64,043 $4.71 Million
Q4 2021 Jan 19, 2022	BUY	$76.4 - $81.83 $25,135 - $26,922	329 Added 0.99%	33,407 $2.63 Million
Q3 2021 Oct 18, 2021	BUY	$76.9 - $82.13 $1.46 Million - $1.56 Million	19,024 Added 135.36%	33,078 $2.58 Million
Q2 2021 Jul 21, 2021	BUY	$76.86 - $81.95 $294,758 - $314,278	3,835 Added 37.53%	14,054 $1.11 Million
Q1 2021 Apr 21, 2021	BUY	$72.39 - $76.92 $332,270 - $353,062	4,590 Added 81.54%	10,219 $775,000
Q4 2020 Jan 19, 2021	BUY	$61.39 - $73.52 $345,564 - $413,844	5,629 New	5,629 $411,000

Others Institutions Holding EFA

# of Institutions

2,277

Shares Held

575M

Call Options Held

57.9M

Put Options Held

76.2M

View Full List

About ISHARES TR MSCI EAFE ETF

Ticker EFA
Sector ETFs
Industry ETFs

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Colton Groome Financial Advisors, LLC Ishares Tr Msci Eafe ETF Transaction History