Lws Wealth Advisors, Inc. Ishares Tr Msci Eafe ETF Transaction History

Lws Wealth Advisors, Inc.

$255 Million
Q4 2023

A detailed history of Lws Wealth Advisors, Inc. transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Lws Wealth Advisors, Inc. holds 33,704 shares of EFA stock, worth $3 Million. This represents 0.99% of its overall portfolio holdings.

Number of Shares

33,704

Previous 26,092 29.17%

Holding current value

$3 Million

Previous $1.8 Million 41.21%

% of portfolio

0.99%

Previous 0.82%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 09, 2024	BUY	$65.84 - $75.47 $501,174 - $574,477	7,612 Added 29.17%	33,704 $2.54 Million
Q3 2023 Nov 13, 2023	BUY	$68.56 - $74.46 $33,114 - $35,964	483 Added 1.89%	26,092 $1.8 Million
Q2 2023 Jul 28, 2023	SELL	$70.67 - $73.9 $301,478 - $315,257	-4,266 Reduced 14.28%	25,609 $1.86 Million
Q1 2023 Apr 28, 2023	SELL	$66.22 - $72.19 $85,622 - $93,341	-1,293 Reduced 4.15%	29,875 $2.14 Million
Q4 2022 Feb 14, 2023	BUY	$55.71 - $67.79 $305,457 - $371,692	5,483 Added 21.35%	31,168 $2.05 Million
Q3 2022 Nov 14, 2022	SELL	$55.54 - $66.76 $631,545 - $759,127	-11,371 Reduced 30.69%	25,685 $1.44 Million
Q2 2022 Aug 05, 2022	BUY	$61.48 - $74.59 $1.58 Million - $1.92 Million	25,775 Added 228.48%	37,056 $2.32 Million
Q1 2022 May 10, 2022	BUY	$66.84 - $79.66 $450,902 - $537,386	6,746 Added 148.75%	11,281 $830,000
Q4 2021 Feb 02, 2022	BUY	$76.4 - $81.83 $7,716 - $8,264	101 Added 2.28%	4,535 $357,000
Q3 2021 Nov 09, 2021	BUY	$76.9 - $82.13 $5,536 - $5,913	72 Added 1.65%	4,434 $346,000
Q2 2021 Jul 23, 2021	SELL	$76.86 - $81.95 $13,066 - $13,931	-170 Reduced 3.75%	4,362 $344,000
Q1 2021 Apr 29, 2021	SELL	$72.39 - $76.92 $7,818 - $8,307	-108 Reduced 2.33%	4,532 $344,000
Q4 2020 Jan 20, 2021	BUY	$61.39 - $73.52 $7,182 - $8,601	117 Added 2.59%	4,640 $339,000
Q3 2020 Nov 10, 2020	BUY	$61.1 - $65.92 $7,576 - $8,174	124 Added 2.82%	4,523 $288,000
Q2 2020 Aug 05, 2020	SELL	$50.9 - $64.65 $225,130 - $285,946	-4,423 Reduced 50.14%	4,399 $268,000
Q1 2020 May 04, 2020	SELL	$46.5 - $70.38 $837,139 - $1.27 Million	-18,003 Reduced 67.11%	8,822 $472,000
Q4 2019 Feb 06, 2020	BUY	$63.25 - $69.66 $1.7 Million - $1.87 Million	26,825 New	26,825 $1.86 Million

Others Institutions Holding EFA

# of Institutions

2,277

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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Lws Wealth Advisors, Inc. Ishares Tr Msci Eafe ETF Transaction History