Hb Wealth Management, LLC Ishares Tr Msci Eafe ETF Transaction History

Hb Wealth Management, LLC

$11.8 Billion
Q1 2025

A detailed history of Hb Wealth Management, LLC transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Hb Wealth Management, LLC holds 208,557 shares of EFA stock, worth $18.5 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

208,557

Previous 181,064 15.18%

Holding current value

$18.5 Million

Previous $13.7 Million 24.51%

% of portfolio

0.14%

Previous 0.14%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	BUY	$74.85 - $84.89 $2.06 Million - $2.33 Million	27,493 Added 15.18%	208,557 $17 Million
Q4 2024 Jan 15, 2025	SELL	$75.1 - $82.99 $2,328 - $2,572	-31 Reduced 0.02%	181,064 $13.7 Million
Q3 2024 Oct 15, 2024	BUY	$75.32 - $84.37 $242,982 - $272,177	3,226 Added 1.81%	181,095 $15.1 Million
Q2 2024 Jul 26, 2024	SELL	$76.09 - $82.16 $70,002 - $75,587	-920 Reduced 0.51%	177,869 $13.9 Million
Q1 2024 Apr 30, 2024	SELL	$73.11 - $80.04 $312,837 - $342,491	-4,279 Reduced 2.34%	178,789 $14.3 Million
Q4 2023 Jan 16, 2024	BUY	$65.84 - $75.47 $4.59 Million - $5.26 Million	69,704 Added 61.49%	183,068 $13.8 Million
Q3 2023 Oct 13, 2023	BUY	$68.56 - $74.46 $128,412 - $139,463	1,873 Added 1.68%	113,364 $7.81 Million
Q2 2023 Jul 13, 2023	SELL	$70.67 - $73.9 $158,442 - $165,683	-2,242 Reduced 1.97%	111,491 $8.08 Million
Q1 2023 Apr 13, 2023	SELL	$66.22 - $72.19 $3,575 - $3,898	-54 Reduced 0.05%	113,733 $8.13 Million
Q4 2022 Jan 20, 2023	BUY	$55.71 - $67.79 $820,051 - $997,868	14,720 Added 14.86%	113,787 $0
Q3 2022 Oct 19, 2022	SELL	$55.54 - $66.76 $260,982 - $313,705	-4,699 Reduced 4.53%	99,067 $5.55 Million
Q2 2022 Jul 15, 2022	SELL	$61.48 - $74.59 $32,830 - $39,831	-534 Reduced 0.51%	103,766 $6.48 Million
Q1 2022 May 16, 2022	BUY	$66.84 - $79.66 $709,640 - $845,750	10,617 Added 11.33%	104,300 $7.68 Million
Q4 2021 Feb 15, 2022	BUY	$76.4 - $81.83 $7.16 Million - $7.67 Million	93,683 New	93,683 $7.37 Million

Others Institutions Holding EFA

# of Institutions

2,276

Shares Held

576M

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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Hb Wealth Management, LLC Ishares Tr Msci Eafe ETF Transaction History