Liberty Wealth Management LLC Ishares Tr Msci Eafe ETF Transaction History

Liberty Wealth Management LLC

$504 Million
Q1 2025

A detailed history of Liberty Wealth Management LLC transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Liberty Wealth Management LLC holds 8,651 shares of EFA stock, worth $763,796. This represents 0.14% of its overall portfolio holdings.

Number of Shares

8,651

Previous 8,651 -0.0%

Holding current value

$763,796

Previous $707,000 -0.0%

% of portfolio

0.14%

Previous 0.01%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	BUY	$74.85 - $84.89 $2,320 - $2,631	31 Added 0.36%	8,651 $707,000
Q4 2024 Feb 07, 2025	BUY	$75.1 - $82.99 $31,316 - $34,606	417 Added 5.08%	8,620 $651,000
Q2 2024 Aug 06, 2024	BUY	$76.09 - $82.16 $7,380 - $7,969	97 Added 1.2%	8,203 $643,000
Q1 2024 May 02, 2024	BUY	$73.11 - $80.04 $1,096 - $1,200	15 Added 0.19%	8,106 $647,000
Q4 2023 Feb 08, 2024	BUY	$65.84 - $75.47 $113,574 - $130,185	1,725 Added 27.1%	8,091 $609,000
Q3 2023 Nov 13, 2023	SELL	$68.56 - $74.46 $685 - $744	-10 Reduced 0.16%	6,366 $439,000
Q2 2023 Aug 10, 2023	BUY	$70.67 - $73.9 $1,060 - $1,108	15 Added 0.24%	6,376 $462,000
Q1 2023 May 03, 2023	BUY	$66.22 - $72.19 $41,056 - $44,757	620 Added 10.8%	6,361 $454,000
Q3 2022 Nov 15, 2022	SELL	$55.54 - $66.76 $57,483 - $69,096	-1,035 Reduced 15.27%	5,741 $321,000
Q2 2022 Aug 15, 2022	SELL	$61.48 - $74.59 $22,009 - $26,703	-358 Reduced 5.02%	6,776 $423,000
Q1 2022 May 09, 2022	SELL	$66.84 - $79.66 $23,728 - $28,279	-355 Reduced 4.74%	7,134 $526,000
Q4 2021 Feb 15, 2022	SELL	$76.4 - $81.83 $337,917 - $361,934	-4,423 Reduced 37.13%	7,489 $589,000
Q3 2021 Nov 15, 2021	BUY	$76.9 - $82.13 $260,844 - $278,584	3,392 Added 39.81%	11,912 $937,000
Q2 2021 Aug 13, 2021	SELL	$76.86 - $81.95 $51 Million - $54.4 Million	-663,555 Reduced 98.73%	8,520 $672,000
Q2 2021 Aug 13, 2021	BUY	$76.86 - $81.95 $50.8 Million - $54.2 Million	661,551 Added 6286.12%	672,075 $8.52 Million
Q4 2020 Feb 09, 2021	SELL	$61.39 - $73.52 $13,137 - $15,733	-214 Reduced 1.99%	10,524 $770,000
Q3 2020 Nov 05, 2020	BUY	$61.1 - $65.92 $34,032 - $36,717	557 Added 5.47%	10,738 $684,000
Q2 2020 Aug 04, 2020	SELL	$50.9 - $64.65 $601,638 - $764,163	-11,820 Reduced 53.72%	10,181 $620,000
Q1 2020 Apr 27, 2020	SELL	$46.5 - $70.38 $17,065 - $25,829	-367 Reduced 1.64%	22,001 $1.18 Million
Q4 2019 Feb 05, 2020	SELL	$63.25 - $69.66 $185,955 - $204,800	-2,940 Reduced 11.62%	22,368 $1.55 Million
Q3 2019 Oct 30, 2019	SELL	$61.3 - $66.68 $32,734 - $35,607	-534 Reduced 2.07%	25,308 $1.65 Million
Q2 2019 Jul 30, 2019	SELL	$63.4 - $66.99 $47,676 - $50,376	-752 Reduced 2.83%	25,842 $1.7 Million
Q1 2019 Apr 18, 2019	SELL	$58.13 - $65.61 $9,242 - $10,431	-159 Reduced 0.59%	26,594 $1.72 Million
Q4 2018 Mar 26, 2019	BUY	$56.89 - $68.07 $1.52 Million - $1.82 Million	26,753 New	26,753 $1.57 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

Track This Portfolio

Portfolio Update

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

News

Stay updated on Liberty Wealth Management LLC with notifications on news.

Account

Liberty Wealth Management LLC Ishares Tr Msci Eafe ETF Transaction History