Forum Financial Management, LP Ishares Tr Msci Eafe ETF Transaction History

Forum Financial Management, LP

$5.28 Billion
Q1 2025

A detailed history of Forum Financial Management, LP transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Forum Financial Management, LP holds 5,613 shares of EFA stock, worth $500,006. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,613

Previous 5,611 0.04%

Holding current value

$500,006

Previous $424,000 8.02%

% of portfolio

0.01%

Previous 0.01%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	BUY	$74.85 - $84.89 $149 - $169	2 Added 0.04%	5,613 $458,000
Q3 2024 Oct 29, 2024	SELL	$75.32 - $84.37 $49,861 - $55,852	-662 Reduced 10.55%	5,611 $469,000
Q2 2024 Jul 30, 2024	SELL	$76.09 - $82.16 $267,075 - $288,381	-3,510 Reduced 35.88%	6,273 $491,000
Q1 2024 May 09, 2024	SELL	$73.11 - $80.04 $76,107 - $83,321	-1,041 Reduced 9.62%	9,783 $781,000
Q4 2023 Feb 07, 2024	BUY	$65.84 - $75.47 $10,073 - $11,546	153 Added 1.43%	10,824 $815,000
Q3 2023 Nov 03, 2023	SELL	$68.56 - $74.46 $95,984 - $104,243	-1,400 Reduced 11.6%	10,671 $735,000
Q2 2023 Jul 26, 2023	SELL	$70.67 - $73.9 $189,960 - $198,643	-2,688 Reduced 18.21%	12,071 $875,000
Q1 2023 Apr 19, 2023	BUY	$66.22 - $72.19 $6,026 - $6,569	91 Added 0.62%	14,759 $1.06 Million
Q3 2022 Nov 07, 2022	BUY	$55.54 - $66.76 $28,047 - $33,713	505 Added 3.57%	14,668 $822,000
Q2 2022 Aug 15, 2022	BUY	$61.48 - $74.59 $87,301 - $105,917	1,420 Added 11.14%	14,163 $885,000
Q4 2021 Feb 18, 2022	BUY	$76.4 - $81.83 $973,565 - $1.04 Million	12,743 New	12,743 $1 Million

Others Institutions Holding EFA

# of Institutions

2,276

Shares Held

575M

Call Options Held

57.9M

Put Options Held

76.2M

View Full List

About ISHARES TR MSCI EAFE ETF

Ticker EFA
Sector ETFs
Industry ETFs

More about EFA

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Forum Financial Management, LP Ishares Tr Msci Eafe ETF Transaction History