Curated Wealth Partners LLC Ishares Tr Msci Eafe ETF Transaction History

Curated Wealth Partners LLC

  • $769 Million
  • Q3 2024

A detailed history of Curated Wealth Partners LLC transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Curated Wealth Partners LLC holds 19,840 shares of EFA stock, worth $1.53 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
19,840
Previous 10,675 85.85%
Holding current value
$1.53 Million
Previous $836,000 98.44%
% of portfolio
0.22%
Previous 0.12%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 04, 2024
BUY
$75.32 - $84.37 $690,307 - $773,251
9,165 Added 85.85%
19,840 $1.66 Million
Q2 2024

Jul 12, 2024
BUY
$76.09 - $82.16 $812,260 - $877,058
10,675 New
10,675 $836,000
Q4 2023

Jan 08, 2024
BUY
$65.84 - $75.47 $1.11 Million - $1.27 Million
16,871 Added 110.41%
32,151 $2.42 Million
Q3 2023

Oct 23, 2023
BUY
$68.56 - $74.46 $214,935 - $233,432
3,135 Added 25.81%
15,280 $1.05 Million
Q1 2023

Apr 27, 2023
SELL
$66.22 - $72.19 $276,468 - $301,393
-4,175 Reduced 25.58%
12,145 $868,000
Q4 2022

Jan 30, 2023
BUY
$55.71 - $67.79 $282,449 - $343,695
5,070 Added 45.07%
16,320 $1.07 Million
Q2 2022

Jul 27, 2022
BUY
$61.48 - $74.59 $94,371 - $114,495
1,535 Added 15.8%
11,250 $703,000
Q4 2021

Feb 03, 2022
SELL
$76.4 - $81.83 $166,934 - $178,798
-2,185 Reduced 18.36%
9,715 $764,000
Q3 2021

Nov 08, 2021
SELL
$76.9 - $82.13 $215,320 - $229,964
-2,800 Reduced 19.05%
11,900 $928,000
Q1 2021

May 14, 2021
SELL
$72.39 - $76.92 $1.14 Million - $1.21 Million
-15,794 Reduced 51.79%
14,700 $1.12 Million
Q4 2020

Feb 16, 2021
BUY
$61.39 - $73.52 $1.87 Million - $2.24 Million
30,494 New
30,494 $2.23 Million

Others Institutions Holding EFA

# of Institutions
2,118
Shares Held
572M
Call Options Held
74.2M
Put Options Held
110M
View Full List

About ISHARES TR MSCI EAFE ETF

EFA Quotes by TradingView
  • Ticker EFA
  • Sector ETFs
  • Industry ETFs
More about EFA
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