Core Wealth Advisors, Inc. Ishares Tr Msci Eafe ETF Transaction History

Core Wealth Advisors, Inc.

$297 Million
Q1 2025

A detailed history of Core Wealth Advisors, Inc. transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Core Wealth Advisors, Inc. holds 6,365 shares of EFA stock, worth $566,994. This represents 0.18% of its overall portfolio holdings.

Number of Shares

6,365

Previous 6,070 4.86%

Holding current value

$566,994

Previous $458,000 13.54%

% of portfolio

0.18%

Previous 0.15%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$74.85 - $84.89 $22,080 - $25,042	295 Added 4.86%	6,365 $520,000
Q1 2023 Apr 27, 2023	SELL	$66.22 - $72.19 $87,609 - $95,507	-1,323 Reduced 17.9%	6,070 $434,000
Q4 2022 Feb 14, 2023	BUY	$55.71 - $67.79 $411,864 - $501,171	7,393 New	7,393 $485,000
Q4 2021 Feb 14, 2022	SELL	$76.4 - $81.83 $469,248 - $502,599	-6,142 Closed	0 $0
Q3 2021 Nov 09, 2021	SELL	$76.9 - $82.13 $3.27 Million - $3.5 Million	-42,569 Reduced 87.39%	6,142 $479,000
Q2 2021 Aug 03, 2021	BUY	$76.86 - $81.95 $3.73 Million - $3.98 Million	48,576 Added 35982.22%	48,711 $3.84 Million
Q3 2020 Nov 12, 2020	SELL	$61.1 - $65.92 $23,034 - $24,851	-377 Reduced 73.63%	135 $9,000
Q2 2020 Jul 31, 2020	SELL	$50.9 - $64.65 $161,658 - $205,328	-3,176 Reduced 86.12%	512 $31,000
Q1 2020 Apr 29, 2020	SELL	$46.5 - $70.38 $8,370 - $12,668	-180 Reduced 4.65%	3,688 $197,000
Q4 2019 Feb 14, 2020	BUY	$63.25 - $69.66 $244,651 - $269,444	3,868 New	3,868 $269,000

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

More about EFA

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Core Wealth Advisors, Inc. Ishares Tr Msci Eafe ETF Transaction History