Goal Vest Advisory LLC Ishares Tr Msci Eafe ETF Transaction History

Goal Vest Advisory LLC

$331 Million
Q3 2024

A detailed history of Goal Vest Advisory LLC transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Goal Vest Advisory LLC holds 522 shares of EFA stock, worth $40,277. This represents 0.01% of its overall portfolio holdings.

Number of Shares

522

Previous 522 -0.0%

Holding current value

$40,277

Previous $40,000 7.5%

% of portfolio

0.01%

Previous 0.01%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	SELL	$76.09 - $82.16 $143,201 - $154,625	-1,882 Reduced 78.29%	522 $40,000
Q1 2024 Apr 15, 2024	SELL	$73.11 - $80.04 $321,537 - $352,015	-4,398 Reduced 64.66%	2,404 $191,000
Q4 2023 Jan 02, 2024	SELL	$65.84 - $75.47 $786,788 - $901,866	-11,950 Reduced 63.73%	6,802 $512,000
Q3 2023 Oct 10, 2023	BUY	$68.56 - $74.46 $403,886 - $438,643	5,891 Added 45.81%	18,752 $1.29 Million
Q2 2023 Jul 17, 2023	BUY	$70.67 - $73.9 $872,067 - $911,926	12,340 Added 2368.52%	12,861 $932,000
Q1 2023 Apr 03, 2023	SELL	$66.22 - $72.19 $4,635 - $5,053	-70 Reduced 11.84%	521 $37,000
Q4 2022 Jan 06, 2023	SELL	$55.71 - $67.79 $5,571 - $6,779	-100 Reduced 14.47%	591 $0
Q3 2022 Oct 11, 2022	SELL	$55.54 - $66.76 $71,368 - $85,786	-1,285 Reduced 65.03%	691 $39,000
Q1 2022 May 03, 2022	SELL	$66.84 - $79.66 $5,347 - $6,372	-80 Reduced 3.89%	1,976 $145,000
Q2 2021 Sep 01, 2021	SELL	$76.86 - $81.95 $42,887 - $45,728	-558 Reduced 21.35%	2,056 $162,000
Q1 2021 May 13, 2021	SELL	$72.39 - $76.92 $71,086 - $75,535	-982 Reduced 27.31%	2,614 $198,000
Q4 2020 Jan 28, 2021	BUY	$61.39 - $73.52 $220,758 - $264,377	3,596 New	3,596 $262,000

Others Institutions Holding EFA

# of Institutions

2,115

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

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Goal Vest Advisory LLC Ishares Tr Msci Eafe ETF Transaction History