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

Evergreen Wealth Solutions, LLC

$147 Million
Q3 2024

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	$55.71 - $67.79 $577,712 - $702,982	-10,370 Reduced 58.07%	7,488 $492,000
Q3 2022 Nov 14, 2022	BUY	$55.54 - $66.76 $228,213 - $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

2,116

Shares Held

574M

Call Options Held

74.2M

Put Options Held

110M

About ISHARES TR MSCI EAFE ETF

Ticker EFA
Sector ETFs
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