Financial Perspectives, Inc Ishares Tr Msci Eafe ETF Transaction History

Financial Perspectives, Inc

$264 Billion
Q1 2024

A detailed history of Financial Perspectives, Inc transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Financial Perspectives, Inc holds 2,954 shares of EFA stock, worth $234,931. This represents 0.09% of its overall portfolio holdings.

Number of Shares

2,954

Previous 3,034 2.64%

Holding current value

$234,931

Previous $229 Million 3.19%

% of portfolio

0.09%

Previous 0.09%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 19, 2024	SELL	$73.11 - $80.04 $5,848 - $6,403	-80 Reduced 2.64%	2,954 $236 Million
Q4 2023 Feb 01, 2024	BUY	$65.84 - $75.47 $329 - $377	5 Added 0.17%	3,034 $229 Million
Q2 2023 Jan 09, 2024	BUY	$70.67 - $73.9 $424 - $443	6 Added 0.2%	3,029 $220 Million
Q4 2022 Jan 09, 2024	SELL	$58.53 - $67.79 $16,681 - $19,320	-285 Reduced 8.62%	3,023 $198 Million
Q2 2022 Jan 09, 2024	BUY	$61.48 - $74.59 $676 - $820	11 Added 0.33%	3,308 $207 Million

Q1 2022 Jan 09, 2024	SELL	$66.84 - $79.66 $6,617 - $7,886	-99 Reduced 2.92%	3,297 $243 Million
Q4 2021 Jan 09, 2024	BUY	$76.4 - $81.83 $3,285 - $3,518	43 Added 1.28%	3,396 $267 Million
Q2 2021 Jan 09, 2024	SELL	$76.86 - $81.95 $16.4 Million - $17.5 Million	-213,045 Reduced 98.45%	3,353 $264 Million
Q1 2021 Jan 09, 2024	BUY	$72.39 - $76.92 $15.5 Million - $16.4 Million	213,546 Added 7487.59%	216,398 $2.85 Million
Q4 2020 Jan 09, 2024	BUY	$61.39 - $73.52 $61 - $73	1 Added 0.04%	2,852 $208 Million
Q2 2020 Jan 09, 2024	SELL	$50.9 - $64.65 $113,150 - $143,716	-2,223 Reduced 43.81%	2,851 $174 Million
Q4 2019 Jan 09, 2024	BUY	$63.25 - $69.66 $320,930 - $353,454	5,074 New	5,074 $352 Million

Others Institutions Holding EFA

# of Institutions

2,057

Shares Held

564M

Call Options Held

65.3M

Put Options Held

115M

View Full List

About ISHARES TR MSCI EAFE ETF

Ticker EFA
Sector ETFs
Industry ETFs

More about EFA

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Financial Perspectives, Inc Ishares Tr Msci Eafe ETF Transaction History