Elwood & Goetz Wealth Advisory Group, LLC Ishares Tr Msci Eafe ETF Transaction History

Elwood & Goetz Wealth Advisory Group, LLC

$402 Million
Q3 2024

A detailed history of Elwood & Goetz Wealth Advisory Group, LLC transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Elwood & Goetz Wealth Advisory Group, LLC holds 5,033 shares of EFA stock, worth $390,057. This represents 0.1% of its overall portfolio holdings.

Number of Shares

5,033

Previous 5,033 -0.0%

Holding current value

$390,057

Previous $394,000 6.6%

% of portfolio

0.1%

Previous 0.11%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 22, 2024	BUY	$73.11 - $80.04 $9,211 - $10,085	126 Added 2.57%	5,033 $401,000
Q4 2023 Jan 18, 2024	BUY	$65.84 - $75.47 $48,458 - $55,545	736 Added 17.65%	4,907 $369,000
Q4 2022 Jan 27, 2023	BUY	$55.71 - $67.79 $232,366 - $282,752	4,171 New	4,171 $273,000
Q1 2020 Apr 30, 2020	SELL	$46.5 - $70.38 $213,202 - $322,692	-4,585 Closed	0 $0
Q3 2019 Oct 11, 2019	SELL	$61.3 - $66.68 $20,229 - $22,004	-330 Reduced 6.71%	4,585 $299,000
Q2 2019 Jul 08, 2019	BUY	$63.4 - $66.99 $20,922 - $22,106	330 Added 7.2%	4,915 $323,000
Q1 2019 Apr 09, 2019	SELL	$58.13 - $65.61 $49,119 - $55,440	-845 Reduced 15.56%	4,585 $297,000
Q4 2018 Feb 07, 2019	BUY	$56.89 - $68.07 $308,912 - $369,620	5,430 New	5,430 $319,000

Others Institutions Holding EFA

# of Institutions

2,116

Shares Held

572M

Call Options Held

74.2M

Put Options Held

110M

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 Elwood & Goetz Wealth Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Elwood & Goetz Wealth Advisory Group, LLC with notifications on news.

Account

Elwood & Goetz Wealth Advisory Group, LLC Ishares Tr Msci Eafe ETF Transaction History