A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 176,539 shares of EFA stock, worth $13.4 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
176,539
Previous 157,645 11.99%
Holding current value
$13.4 Million
Previous $12.3 Million 19.56%
% of portfolio
0.13%
Previous 0.13%

Shares

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

Nov 14, 2024

BUY
$75.32 - $84.37 $1.42 Million - $1.59 Million
18,894 Added 11.99%
176,539 $14.8 Million
Q2 2024

Aug 19, 2024

BUY
$76.09 - $82.16 $502,041 - $542,091
6,598 Added 4.37%
157,645 $12.3 Million
Q1 2024

May 14, 2024

SELL
$73.11 - $80.04 $318,540 - $348,734
-4,357 Reduced 2.8%
151,047 $12.1 Million
Q4 2023

Feb 28, 2024

BUY
$65.84 - $75.47 $114,890 - $131,695
1,745 Added 1.14%
155,404 $11.7 Million
Q3 2023

Nov 22, 2023

BUY
$68.56 - $74.46 $10.2 Million - $11.1 Million
149,416 Added 3521.47%
153,659 $10.6 Million
Q2 2023

Aug 14, 2023

SELL
$70.67 - $73.9 $695,816 - $727,619
-9,846 Reduced 69.88%
4,243 $307,000
Q1 2023

Jun 05, 2023

SELL
$66.22 - $72.19 $10.2 Million - $11.1 Million
-153,440 Reduced 91.59%
14,089 $1.01 Million
Q4 2022

Jun 12, 2023

BUY
$55.71 - $67.79 $5.93 Million - $7.21 Million
106,373 Added 755.01%
120,462 $7.91 Million
Q3 2022

Dec 02, 2022

SELL
$55.54 - $66.76 $960,953 - $1.16 Million
-17,302 Reduced 9.36%
167,529 $9.38 Million
Q2 2022

Aug 11, 2022

SELL
$61.48 - $74.59 $4.17 Million - $5.06 Million
-67,849 Reduced 26.85%
184,831 $11.6 Million
Q1 2022

May 20, 2022

BUY
$66.84 - $79.66 $3.18 Million - $3.79 Million
47,558 Added 23.19%
252,680 $18.6 Million
Q4 2021

Feb 17, 2022

BUY
$76.4 - $81.83 $1.46 Million - $1.56 Million
19,105 Added 10.27%
205,122 $16.1 Million
Q3 2021

Nov 23, 2021

BUY
$76.9 - $82.13 $12.3 Million - $13.1 Million
159,972 Added 614.21%
186,017 $14.5 Million
Q3 2021

Nov 16, 2021

SELL
$76.9 - $82.13 $12.6 Million - $13.5 Million
-164,332 Reduced 86.32%
26,045 $14.5 Million
Q2 2021

Aug 24, 2021

SELL
$76.86 - $81.95 $1.12 Million - $1.2 Million
-14,596 Reduced 7.12%
190,377 $15 Million
Q1 2021

May 17, 2021

SELL
$72.39 - $76.92 $57,332 - $60,920
-792 Reduced 0.38%
204,973 $15.6 Million
Q4 2020

Feb 18, 2021

SELL
$61.39 - $73.52 $349,923 - $419,064
-5,700 Reduced 2.7%
205,765 $15 Million
Q3 2020

Nov 17, 2020

SELL
$61.1 - $65.92 $1.39 Million - $1.5 Million
-22,707 Reduced 9.7%
211,465 $13.5 Million
Q2 2020

Aug 14, 2020

SELL
$50.9 - $64.65 $9.45 Million - $12 Million
-185,569 Reduced 44.21%
234,172 $14.3 Million
Q1 2020

May 18, 2020

BUY
$46.5 - $70.38 $6.16 Million - $9.32 Million
132,487 Added 46.12%
419,741 $22.4 Million
Q4 2019

Feb 14, 2020

BUY
$63.25 - $69.66 $2.48 Million - $2.73 Million
39,209 Added 15.81%
287,254 $19.9 Million
Q3 2019

Nov 18, 2019

SELL
$61.3 - $66.68 $717,087 - $780,022
-11,698 Reduced 4.5%
248,045 $16.2 Million
Q2 2019

Aug 27, 2019

SELL
$63.4 - $66.99 $1.06 Million - $1.12 Million
-16,722 Reduced 6.05%
259,743 $17.1 Million
Q1 2019

May 20, 2019

SELL
$58.13 - $65.61 $26 Million - $29.3 Million
-446,914 Reduced 61.78%
276,465 $17.9 Million
Q4 2018

Feb 19, 2019

BUY
$56.89 - $68.07 $37.7 Million - $45.1 Million
662,116 Added 1080.78%
723,379 $42.5 Million
Q3 2018

Nov 15, 2018

BUY
$65.43 - $68.98 $1.49 Million - $1.57 Million
22,789 Added 59.23%
61,263 $4.17 Million
Q2 2018

Aug 14, 2018

BUY
$66.35 - $71.9 $292,669 - $317,150
4,411 Added 12.95%
38,474 $2.58 Million
Q1 2018

May 15, 2018

BUY
$67.94 - $75.25 $98,445 - $109,037
1,449 Added 4.44%
34,063 $2.37 Million
Q4 2017

Feb 15, 2018

BUY
$68.42 - $70.8 $90,519 - $93,668
1,323 Added 4.23%
32,614 $2.29 Million
Q3 2017

Nov 15, 2017

BUY
$66.39 - $68.48 $233,294 - $240,638
3,514 Added 12.65%
31,291 $2.14 Million
Q2 2017

Aug 17, 2017

BUY
N/A
27,777
27,777 $1.81 Million

Others Institutions Holding EFA

About ISHARES TR MSCI EAFE ETF


  • Ticker EFA
  • Sector ETFs
  • Industry ETFs
More about EFA
Track This Portfolio

Track Ep Wealth Advisors, LLC Portfolio

Follow Ep Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Ep Wealth Advisors, LLC with notifications on news.