Financial Synergies Wealth Advisors, Inc. Ishares Tr Msci Eafe ETF Transaction History

Financial Synergies Wealth Advisors, Inc.

$805 Billion
Q3 2024

A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 28,563 shares of EFA stock, worth $2.21 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

28,563

Previous 28,775 0.74%

Holding current value

$2.21 Million

Previous $2.25 Billion 5.98%

% of portfolio

0.3%

Previous 0.3%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 07, 2024	SELL	$75.32 - $84.37 $15,967 - $17,886	-212 Reduced 0.74%	28,563 $2.39 Billion
Q2 2024 Jul 23, 2024	BUY	$76.09 - $82.16 $17,196 - $18,568	226 Added 0.79%	28,775 $2.25 Billion
Q1 2024 Apr 12, 2024	SELL	$73.11 - $80.04 $272,554 - $298,389	-3,728 Reduced 11.55%	28,549 $2.28 Billion
Q4 2023 Apr 04, 2024	BUY	$65.84 - $75.47 $241,369 - $276,673	3,666 Added 12.81%	32,277 $2.12 Billion
Q3 2023 Apr 04, 2024	SELL	$68.56 - $74.46 $16,248 - $17,647	-237 Reduced 0.82%	28,611 $1.97 Billion
Q2 2023 Apr 04, 2024	SELL	$70.67 - $73.9 $70,033 - $73,234	-991 Reduced 3.32%	28,848 $2.09 Billion
Q1 2023 Apr 04, 2024	SELL	$66.22 - $72.19 $161,444 - $175,999	-2,438 Reduced 7.55%	29,839 $2.13 Billion
Q4 2022 Apr 04, 2024	BUY	$55.71 - $67.79 $4,401 - $5,355	79 Added 0.25%	32,277 $2.12 Billion
Q3 2022 Apr 04, 2024	BUY	$55.54 - $66.76 $4,109 - $4,940	74 Added 0.23%	32,198 $1.8 Billion
Q2 2022 Apr 04, 2024	BUY	$61.48 - $74.59 $1.97 Million - $2.4 Million	32,124 New	32,124 $2.01 Billion
Q1 2022 Apr 05, 2024	SELL	$66.84 - $79.66 $79,138 - $94,317	-1,184 Reduced 3.43%	33,328 $2.45 Billion
Q4 2021 Apr 05, 2024	BUY	$76.4 - $81.83 $27,198 - $29,131	356 Added 1.04%	34,512 $2.72 Billion
Q3 2021 Apr 05, 2024	SELL	$76.9 - $82.13 $15,456 - $16,508	-201 Reduced 0.59%	34,156 $2.66 Billion
Q2 2021 Apr 05, 2024	BUY	$76.86 - $81.95 $93,922 - $100,142	1,222 Added 3.69%	34,357 $2.71 Billion
Q1 2021 Apr 05, 2024	SELL	$72.39 - $76.92 $16,504 - $17,537	-228 Reduced 0.68%	33,135 $2.51 Billion
Q4 2020 Apr 05, 2024	SELL	$61.39 - $73.52 $5,893 - $7,057	-96 Reduced 0.29%	33,363 $2.43 Billion
Q3 2020 Apr 05, 2024	SELL	$61.1 - $65.92 $916,744 - $989,063	-15,004 Reduced 30.96%	33,459 $2.13 Billion
Q2 2020 Apr 05, 2024	BUY	$50.9 - $64.65 $823,867 - $1.05 Million	16,186 Added 50.15%	48,463 $2.95 Billion

Others Institutions Holding EFA

# of Institutions

2,116

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 Financial Synergies Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Financial Synergies Wealth Advisors, Inc. with notifications on news.

Account

Financial Synergies Wealth Advisors, Inc. Ishares Tr Msci Eafe ETF Transaction History