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

Evolution Wealth Advisors, LLC

$695 Million
Q3 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 5,875 shares of EFA stock, worth $559,652. This represents 0.08% of its overall portfolio holdings.

Number of Shares

5,875

Previous 4,840 21.38%

Holding current value

$559,652

Previous $432,000 26.85%

% of portfolio

0.08%

Previous 0.07%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 28, 2025	BUY	$87.29 - $93.61 $90,345 - $96,886	1,035 Added 21.38%	5,875 $548,000
Q2 2025 Aug 08, 2025	BUY	$72.96 - $90.39 $41,733 - $51,703	572 Added 13.4%	4,840 $432,000
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

2,419

Shares Held

608M

Call Options Held

65M

Put Options Held

82.4M

View Full List

About ISHARES TR MSCI EAFE ETF

Ticker EFA
Sector ETFs
Industry ETFs

More about EFA

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