Ever Source Wealth Advisors, LLC Ishares Tr Msci Eafe ETF Transaction History

Ever Source Wealth Advisors, LLC

$1.66 Billion
Q1 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 128,286 shares of EFA stock, worth $11.4 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares

128,286

Previous 21,491 496.93%

Holding current value

$11.4 Million

Previous $1.62 Million 545.57%

% of portfolio

0.63%

Previous 0.1%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$74.85 - $84.89 $7.99 Million - $9.07 Million	106,795 Added 496.93%	128,286 $10.5 Million
Q4 2024 Feb 07, 2025	SELL	$75.1 - $82.99 $31,316 - $34,606	-417 Reduced 1.9%	21,491 $1.62 Million
Q3 2024 Nov 08, 2024	SELL	$75.32 - $84.37 $6.55 Million - $7.34 Million	-86,947 Reduced 79.87%	21,908 $1.83 Million
Q2 2024 Aug 13, 2024	BUY	$76.09 - $82.16 $631,394 - $681,763	8,298 Added 8.25%	108,855 $8.53 Million
Q1 2024 Jun 11, 2024	BUY	$73.11 - $80.04 $578,300 - $633,116	7,910 Added 8.54%	100,557 $8.03 Million
Q4 2023 Feb 09, 2024	SELL	$65.84 - $75.47 $1.27 Million - $1.46 Million	-19,287 Reduced 17.23%	92,647 $6.98 Million
Q3 2023 Nov 03, 2023	BUY	$68.56 - $74.46 $705,139 - $765,821	10,285 Added 10.12%	111,934 $7.71 Million
Q2 2023 Aug 04, 2023	SELL	$70.67 - $73.9 $341,265 - $356,863	-4,829 Reduced 4.54%	101,649 $7.37 Million
Q1 2023 May 11, 2023	BUY	$66.22 - $72.19 $5.33 Million - $5.81 Million	80,464 Added 309.31%	106,478 $7.62 Million
Q4 2022 Feb 09, 2023	SELL	$55.71 - $67.79 $202,505 - $246,416	-3,635 Reduced 12.26%	26,014 $1.71 Million
Q3 2022 Nov 07, 2022	SELL	$55.54 - $66.76 $7,109 - $8,545	-128 Reduced 0.43%	29,649 $1.66 Million
Q2 2022 Aug 01, 2022	SELL	$61.48 - $74.59 $32,645 - $39,607	-531 Reduced 1.75%	29,777 $1.86 Million
Q1 2022 May 25, 2022	BUY	$66.84 - $79.66 $60,623 - $72,251	907 Added 3.08%	30,308 $2.23 Million
Q4 2021 Feb 07, 2022	BUY	$76.4 - $81.83 $2.25 Million - $2.41 Million	29,401 New	29,401 $2.31 Million

Others Institutions Holding EFA

# of Institutions

2,276

Shares Held

575M

Call Options Held

57.9M

Put Options Held

76.2M

View Full List

About ISHARES TR MSCI EAFE ETF

Ticker EFA
Sector ETFs
Industry ETFs

More about EFA

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Ever Source Wealth Advisors, LLC Ishares Tr Msci Eafe ETF Transaction History