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

Ever Source Wealth Advisors, LLC

  • $1.95 Billion
  • Q2 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 140,807 shares of EFA stock, worth $13.2 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares
140,807
Previous 128,286 9.76%
Holding current value
$13.2 Million
Previous $10.5 Million 20.05%
% of portfolio
0.65%
Previous 0.63%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$72.96 - $90.39 $913,532 - $1.13 Million
12,521 Added 9.76%
140,807 $12.6 Million
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
2,379
Shares Held
607M
Call Options Held
53.2M
Put Options Held
74.1M
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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