Evergreen Wealth Solutions, LLC Ishares Tr Msci Eafe ETF Transaction History

Evergreen Wealth Solutions, LLC

  • $135 Million
  • Q1 2024

A detailed history of Evergreen Wealth Solutions, LLC transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Evergreen Wealth Solutions, LLC holds 2,585 shares of EFA stock, worth $205,662. This represents 0.15% of its overall portfolio holdings.

Number of Shares
2,585
Previous 3,135 17.54%
Holding current value
$205,662
Previous $236,000 12.71%
% of portfolio
0.15%
Previous 0.2%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
SELL
$73.11 - $80.04 $40,210 - $44,022
-550 Reduced 17.54%
2,585 $206,000
Q4 2023

Feb 07, 2024
SELL
$65.84 - $75.47 $30,615 - $35,093
-465 Reduced 12.92%
3,135 $236,000
Q3 2023

Nov 13, 2023
SELL
$68.56 - $74.46 $17,140 - $18,615
-250 Reduced 6.49%
3,600 $248,000
Q2 2023

Aug 11, 2023
SELL
$70.67 - $73.9 $67,136 - $70,205
-950 Reduced 19.79%
3,850 $279,000
Q1 2023

May 12, 2023
SELL
$66.22 - $72.19 $177,999 - $194,046
-2,688 Reduced 35.9%
4,800 $343,000
Q4 2022

Feb 14, 2023
SELL
$58.53 - $67.79 $606,956 - $702,982
-10,370 Reduced 58.07%
7,488 $492,000
Q3 2022

Nov 14, 2022
BUY
$56.76 - $66.76 $233,226 - $274,316
4,109 Added 29.89%
17,858 $1 Million
Q2 2022

Aug 15, 2022
BUY
$61.48 - $74.59 $265,040 - $321,557
4,311 Added 45.68%
13,749 $859,000
Q1 2022

Apr 22, 2022
BUY
$66.84 - $79.66 $630,835 - $751,831
9,438 New
9,438 $695,000

Others Institutions Holding EFA

# of Institutions
2,052
Shares Held
564M
Call Options Held
65.3M
Put Options Held
115M
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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