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

Ever Source Wealth Advisors, LLC

$1.48 Billion
Q3 2024

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 21,908 shares of EFA stock, worth $1.69 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

21,908

Previous 108,855 79.87%

Holding current value

$1.69 Million

Previous $8.53 Million 78.51%

% of portfolio

0.12%

Previous 0.57%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,118

Shares Held

572M

Call Options Held

74.2M

Put Options Held

110M

View Full List

About ISHARES TR MSCI EAFE ETF

Ticker EFA
Sector ETFs
Industry ETFs

More about EFA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.

Account

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