Evolution Wealth Advisors, LLC Ishares Tr Msci Eafe ETF Transaction History

Evolution Wealth Advisors, LLC

  • $582 Million
  • Q1 2025

A detailed history of Evolution Wealth Advisors, LLC transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Evolution Wealth Advisors, LLC holds 4,268 shares of EFA stock, worth $377,589. This represents 0.06% of its overall portfolio holdings.

Number of Shares
4,268
Previous 2,831 50.76%
Holding current value
$377,589
Previous $214,000 62.62%
% of portfolio
0.06%
Previous 0.04%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
BUY
$74.85 - $84.89 $107,559 - $121,986
1,437 Added 50.76%
4,268 $348,000
Q4 2024

Jan 17, 2025
SELL
$75.1 - $82.99 $11,790 - $13,029
-157 Reduced 5.25%
2,831 $214,000
Q3 2024

Nov 06, 2024
SELL
$75.32 - $84.37 $4,519 - $5,062
-60 Reduced 1.97%
2,988 $249,000
Q2 2024

Jul 18, 2024
BUY
$76.09 - $82.16 $3,652 - $3,943
48 Added 1.6%
3,048 $238,000
Q1 2024

Apr 19, 2024
BUY
$73.11 - $80.04 $2,193 - $2,401
30 Added 1.01%
3,000 $239,000
Q4 2023

Jan 31, 2024
BUY
$65.84 - $75.47 $2,041 - $2,339
31 Added 1.05%
2,970 $223,000
Q3 2023

Nov 06, 2023
BUY
$68.56 - $74.46 $201,497 - $218,837
2,939 New
2,939 $202,000
Q4 2021

Jan 28, 2022
SELL
$76.4 - $81.83 $71,434 - $76,511
-935 Closed
0 $0
Q3 2021

Nov 09, 2021
BUY
$76.9 - $82.13 $37,681 - $40,243
490 Added 110.11%
935 $73,000
Q2 2021

Jul 22, 2021
BUY
$76.86 - $81.95 $34,202 - $36,467
445 New
445 $35,000

Others Institutions Holding EFA

# of Institutions
2,323
Shares Held
580M
Call Options Held
57.6M
Put Options Held
76.4M
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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