Oakwell Private Wealth Management, LLC Ishares Tr Msci Eafe ETF Transaction History

Oakwell Private Wealth Management, LLC

$362 Million
Q1 2025

A detailed history of Oakwell Private Wealth Management, LLC transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Oakwell Private Wealth Management, LLC holds 18,123 shares of EFA stock, worth $1.6 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares

18,123

Previous 20,965 13.56%

Holding current value

$1.6 Million

Previous $1.59 Million 6.56%

% of portfolio

0.41%

Previous 0.44%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	SELL	$74.85 - $84.89 $212,723 - $241,257	-2,842 Reduced 13.56%	18,123 $1.48 Million
Q2 2023 Jul 26, 2023	SELL	$70.67 - $73.9 $4,452 - $4,655	-63 Reduced 0.3%	20,965 $1.52 Million
Q1 2023 May 04, 2023	BUY	$66.22 - $72.19 $4,171 - $4,547	63 Added 0.3%	21,028 $1.5 Million
Q2 2022 Aug 03, 2022	BUY	$61.48 - $74.59 $256,863 - $311,637	4,178 Added 24.89%	20,965 $1.31 Million
Q1 2021 Apr 21, 2021	BUY	$72.39 - $76.92 $95,120 - $101,072	1,314 Added 8.49%	16,787 $1.27 Million
Q4 2020 Feb 10, 2021	BUY	$61.39 - $73.52 $949,887 - $1.14 Million	15,473 New	15,473 $1.13 Million

Others Institutions Holding EFA

# of Institutions

2,273

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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Oakwell Private Wealth Management, LLC Ishares Tr Msci Eafe ETF Transaction History