A detailed history of Levy Wealth Management Group, LLC transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Levy Wealth Management Group, LLC holds 11,498 shares of EFA stock, worth $915,815. This represents 0.23% of its overall portfolio holdings.

Number of Shares
11,498
Previous 11,623 1.08%
Holding current value
$915,815
Previous $928,000 3.02%
% of portfolio
0.23%
Previous 0.25%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 25, 2024

SELL
$76.09 - $82.16 $9,511 - $10,270
-125 Reduced 1.08%
11,498 $900,000
Q4 2023

Jan 23, 2024

SELL
$65.84 - $75.47 $3,621 - $4,150
-55 Reduced 0.47%
11,623 $875,000
Q3 2023

Oct 24, 2023

SELL
$68.56 - $74.46 $67,737 - $73,566
-988 Reduced 7.8%
11,678 $804,000
Q2 2023

Jul 21, 2023

BUY
$70.67 - $73.9 $8,056 - $8,424
114 Added 0.91%
12,666 $918,000
Q1 2023

May 04, 2023

SELL
$66.22 - $72.19 $14,700 - $16,026
-222 Reduced 1.74%
12,552 $897,000
Q4 2022

Feb 08, 2023

BUY
$55.71 - $67.79 $711,639 - $865,949
12,774 New
12,774 $838,000

Others Institutions Holding EFA

About ISHARES TR MSCI EAFE ETF


  • Ticker EFA
  • Sector ETFs
  • Industry ETFs
More about EFA
Track This Portfolio

Track Levy Wealth Management Group, LLC Portfolio

Follow Levy Wealth Management Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Levy Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Levy Wealth Management Group, LLC with notifications on news.