Evermay Wealth Management LLC Ishares Tr Msci Eafe ETF Transaction History

Evermay Wealth Management LLC

  • $654 Million
  • Q4 2024

A detailed history of Evermay Wealth Management LLC transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Evermay Wealth Management LLC holds 53,804 shares of EFA stock, worth $4.5 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares
53,804
Previous 58,633 8.24%
Holding current value
$4.5 Million
Previous $4.9 Million 17.03%
% of portfolio
0.62%
Previous 0.79%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
SELL
$75.1 - $82.99 $362,657 - $400,758
-4,829 Reduced 8.24%
53,804 $4.07 Million
Q3 2024

Oct 25, 2024
SELL
$75.32 - $84.37 $244,789 - $274,202
-3,250 Reduced 5.25%
58,633 $4.9 Million
Q2 2024

Aug 01, 2024
SELL
$76.09 - $82.16 $28,609 - $30,892
-376 Reduced 0.6%
61,883 $4.85 Million
Q1 2024

May 13, 2024
BUY
$73.11 - $80.04 $4.39 Million - $4.81 Million
60,041 Added 2706.99%
62,259 $4.97 Million
Q2 2023

Aug 10, 2023
BUY
$70.67 - $73.9 $8,763 - $9,163
124 Added 5.92%
2,218 $160,000
Q4 2022

Jan 19, 2023
BUY
$55.71 - $67.79 $25,626 - $31,183
460 Added 28.15%
2,094 $0
Q3 2022

Nov 14, 2022
SELL
$55.54 - $66.76 $15,551 - $18,692
-280 Reduced 14.63%
1,634 $92,000
Q2 2021

Aug 13, 2021
BUY
$76.86 - $81.95 $147,110 - $156,852
1,914 New
1,914 $151,000
Q1 2020

Apr 24, 2020
SELL
$46.5 - $70.38 $165,307 - $250,200
-3,555 Closed
0 $0
Q4 2019

Feb 11, 2020
SELL
$63.25 - $69.66 $20,556 - $22,639
-325 Reduced 8.38%
3,555 $247,000
Q3 2019

Oct 29, 2019
BUY
$61.3 - $66.68 $237,844 - $258,718
3,880 New
3,880 $253,000
Q2 2019

Jul 23, 2019
SELL
$63.4 - $66.99 $229,317 - $242,302
-3,617 Closed
0 $0
Q1 2019

May 03, 2019
BUY
$58.13 - $65.61 $4,069 - $4,592
70 Added 1.97%
3,617 $235,000
Q4 2018

Jan 24, 2019
BUY
$56.89 - $68.07 $7,281 - $8,712
128 Added 3.74%
3,547 $208,000
Q3 2018

Oct 29, 2018
SELL
$65.43 - $68.98 $39,585 - $41,732
-605 Reduced 15.03%
3,419 $232,000
Q2 2018

Aug 06, 2018
SELL
$66.35 - $71.9 $108,681 - $117,772
-1,638 Reduced 28.93%
4,024 $269,000
Q1 2018

May 04, 2018
BUY
$67.94 - $75.25 $2,038 - $2,257
30 Added 0.53%
5,662 $395,000
Q4 2017

Feb 07, 2018
SELL
$68.42 - $70.8 $2,531 - $2,619
-37 Reduced 0.65%
5,632 $396,000
Q3 2017

Oct 23, 2017
BUY
$66.39 - $68.48 $376,364 - $388,213
5,669
5,669 $388,000

Others Institutions Holding EFA

# of Institutions
2,218
Shares Held
588M
Call Options Held
70.5M
Put Options Held
87M
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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