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

Dynamic Wealth Strategies, LLC

$119 Million
Q1 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 108,430 shares of EFA stock, worth $9.66 Million. This represents 7.42% of its overall portfolio holdings.

Number of Shares

108,430

Previous 112,383 3.52%

Holding current value

$9.66 Million

Previous $8.5 Million 4.28%

% of portfolio

7.42%

Previous 7.58%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,277

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Dynamic Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dynamic Wealth Strategies, LLC with notifications on news.

Account

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