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

Financial Synergies Wealth Advisors, Inc.

$762 Billion
Q1 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 28,549 shares of EFA stock, worth $2.27 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

28,549

Previous 32,277 11.55%

Holding current value

$2.27 Million

Previous $2.12 Billion 7.61%

% of portfolio

0.3%

Previous 0.33%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$58.53 - $67.79 $4,623 - $5,355	79 Added 0.25%	32,277 $2.12 Billion
Q3 2022 Apr 04, 2024	BUY	$56.76 - $66.76 $4,200 - $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

2,058

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