Measured Wealth Private Client Group, LLC Ishares Tr Msci Eafe ETF Transaction History

Measured Wealth Private Client Group, LLC

$296 Million
Q3 2024

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 18, 2023	SELL	$68.56 - $74.46 $71,988 - $78,183	-1,050 Reduced 21.79%	3,769 $259,000
Q2 2023 Jul 20, 2023	BUY	$70.67 - $73.9 $340,558 - $356,124	4,819 New	4,819 $349,000
Q2 2022 Jul 25, 2022	BUY	$61.48 - $74.59 $192,370 - $233,392	3,129 Added 103.0%	6,167 $385,000
Q1 2022 May 03, 2022	SELL	$66.84 - $79.66 $12,766 - $15,215	-191 Reduced 5.92%	3,038 $224,000
Q4 2021 Jan 28, 2022	SELL	$76.4 - $81.83 $9,779 - $10,474	-128 Reduced 3.81%	3,229 $254,000
Q3 2021 Nov 01, 2021	SELL	$76.9 - $82.13 $56,290 - $60,119	-732 Reduced 17.9%	3,357 $262,000
Q1 2021 May 04, 2021	SELL	$72.39 - $76.92 $28,014 - $29,768	-387 Reduced 8.65%	4,089 $310,000
Q4 2020 Jan 20, 2021	SELL	$61.39 - $73.52 $26,704 - $31,981	-435 Reduced 8.86%	4,476 $327,000
Q3 2020 Oct 15, 2020	SELL	$61.1 - $65.92 $38,859 - $41,925	-636 Reduced 11.47%	4,911 $313,000
Q2 2020 Aug 03, 2020	SELL	$50.9 - $64.65 $9,874 - $12,542	-194 Reduced 3.38%	5,547 $338,000
Q1 2020 Apr 22, 2020	SELL	$46.5 - $70.38 $13,206 - $19,987	-284 Reduced 4.71%	5,741 $307,000
Q4 2019 Jan 15, 2020	SELL	$63.25 - $69.66 $48,765 - $53,707	-771 Reduced 11.34%	6,025 $418,000
Q3 2019 Oct 11, 2019	SELL	$61.3 - $66.68 $4,781 - $5,201	-78 Reduced 1.13%	6,796 $443,000
Q2 2019 Jul 26, 2019	SELL	$63.4 - $66.99 $16,864 - $17,819	-266 Reduced 3.73%	6,874 $452,000
Q1 2019 May 07, 2019	BUY	$58.13 - $65.61 $15,462 - $17,452	266 Added 3.87%	7,140 $463,000
Q4 2018 Feb 07, 2019	BUY	$56.89 - $68.07 $10,809 - $12,933	190 Added 2.84%	6,874 $404,000
Q2 2018 Aug 14, 2018	BUY	$66.35 - $71.9 $443,483 - $480,579	6,684 New	6,684 $447,000

Others Institutions Holding EFA

# of Institutions

2,116

Shares Held

574M

Call Options Held

74.2M

Put Options Held

110M

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 Measured Wealth Private Client Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Measured Wealth Private Client Group, LLC with notifications on news.

Account