Navis Wealth Advisors, LLC Ishares Tr Msci Eafe ETF Transaction History

Navis Wealth Advisors, LLC

$99.6 Million
Q1 2025

A detailed history of Navis Wealth Advisors, LLC transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Navis Wealth Advisors, LLC holds 2,802 shares of EFA stock, worth $253,216. This represents 0.23% of its overall portfolio holdings.

Number of Shares

2,802

Previous 4,514 37.93%

Holding current value

$253,216

Previous $341,000 32.84%

% of portfolio

0.23%

Previous 0.38%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	SELL	$74.85 - $84.89 $128,143 - $145,331	-1,712 Reduced 37.93%	2,802 $229,000
Q4 2024 Jan 21, 2025	BUY	$75.1 - $82.99 $339,001 - $374,616	4,514 New	4,514 $341,000
Q2 2022 Aug 09, 2022	BUY	$61.48 - $74.59 $15,861 - $19,244	258 Added 2.28%	11,597 $725,000
Q1 2022 May 13, 2022	BUY	$66.84 - $79.66 $33,152 - $39,511	496 Added 4.57%	11,339 $835,000
Q4 2021 Feb 11, 2022	BUY	$76.4 - $81.83 $13,904 - $14,893	182 Added 1.71%	10,843 $853,000
Q2 2021 Aug 16, 2021	BUY	$76.86 - $81.95 $10,606 - $11,309	138 Added 1.31%	10,661 $841,000
Q1 2021 May 18, 2021	BUY	$72.39 - $76.92 $139,061 - $147,763	1,921 Added 22.33%	10,523 $798,000
Q4 2020 Mar 04, 2021	BUY	$61.39 - $73.52 $528,076 - $632,419	8,602 New	8,602 $628,000

Others Institutions Holding EFA

# of Institutions

2,335

Shares Held

583M

Call Options Held

57.5M

Put Options Held

76.3M

View Full List

About ISHARES TR MSCI EAFE ETF

Ticker EFA
Sector ETFs
Industry ETFs

More about EFA

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Navis Wealth Advisors, LLC Ishares Tr Msci Eafe ETF Transaction History