Dynamic Wealth Strategies, LLC Ishares Tr Msci Eafe ETF Transaction History

Dynamic Wealth Strategies, LLC

$149 Million
Q3 2025

A detailed history of Dynamic Wealth Strategies, LLC transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 60,520 shares of EFA stock, worth $5.66 Million. This represents 3.8% of its overall portfolio holdings.

Number of Shares

60,520

Previous 112,303 46.11%

Holding current value

$5.66 Million

Previous $10 Million 43.71%

% of portfolio

3.8%

Previous 7.28%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	SELL	$87.29 - $93.61 $4.52 Million - $4.85 Million	-51,783 Reduced 46.11%	60,520 $5.65 Million
Q2 2025 Aug 13, 2025	BUY	$72.96 - $90.39 $282,574 - $350,080	3,873 Added 3.57%	112,303 $10 Million
Q1 2025 May 12, 2025	SELL	$74.85 - $84.89 $295,882 - $335,570	-3,953 Reduced 3.52%	108,430 $8.86 Million
Q4 2024 Feb 13, 2025	BUY	$75.1 - $82.99 $206,600 - $228,305	2,751 Added 2.51%	112,383 $8.5 Million
Q3 2024 Nov 13, 2024	BUY	$75.32 - $84.37 $23,876 - $26,745	317 Added 0.29%	109,632 $9.17 Million
Q2 2024 Aug 15, 2024	BUY	$76.09 - $82.16 $247,672 - $267,430	3,255 Added 3.07%	109,315 $8.56 Million
Q1 2024 May 15, 2024	BUY	$73.11 - $80.04 $272,261 - $298,068	3,724 Added 3.64%	106,060 $8.47 Million
Q4 2023 Feb 13, 2024	BUY	$65.84 - $75.47 $6.74 Million - $7.72 Million	102,336 New	102,336 $7.71 Billion

Others Institutions Holding EFA

# of Institutions

2,408

Shares Held

609M

Call Options Held

52.4M

Put Options Held

74.3M

View Full List

About ISHARES TR MSCI EAFE ETF

Ticker EFA
Sector ETFs
Industry ETFs

More about EFA

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Dynamic Wealth Strategies, LLC Ishares Tr Msci Eafe ETF Transaction History