Pacific Capital Wealth Advisors, Inc Ishares Tr Msci Eafe ETF Transaction History

Pacific Capital Wealth Advisors, Inc

$598 Million
Q4 2024

A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 5,423 shares of EFA stock, worth $423,807. This represents 0.07% of its overall portfolio holdings.

Number of Shares

5,423

Previous 1,627 233.31%

Holding current value

$423,807

Previous $136,000 201.47%

% of portfolio

0.07%

Previous 0.02%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$75.1 - $82.99 $285,079 - $315,030	3,796 Added 233.31%	5,423 $410,000
Q3 2024 Oct 15, 2024	SELL	$75.32 - $84.37 $38,865 - $43,534	-516 Reduced 24.08%	1,627 $136,000
Q2 2024 Aug 06, 2024	BUY	$76.09 - $82.16 $2,663 - $2,875	35 Added 1.66%	2,143 $167,000
Q4 2023 Feb 06, 2024	BUY	$65.84 - $75.47 $138,790 - $159,090	2,108 New	2,108 $158,000
Q1 2023 May 05, 2023	SELL	$66.22 - $72.19 $2,913 - $3,176	-44 Reduced 1.44%	3,013 $215,000
Q4 2022 Feb 14, 2023	BUY	$55.71 - $67.79 $170,305 - $207,234	3,057 New	3,057 $200,000
Q2 2021 Aug 13, 2021	SELL	$76.86 - $81.95 $11,605 - $12,374	-151 Reduced 4.34%	3,332 $263,000
Q1 2021 May 17, 2021	BUY	$72.39 - $76.92 $24,250 - $25,768	335 Added 10.64%	3,483 $264,000
Q3 2020 Nov 16, 2020	BUY	$61.1 - $65.92 $192,342 - $207,516	3,148 New	3,148 $200,000
Q1 2020 May 19, 2020	SELL	$46.5 - $70.38 $140,616 - $212,829	-3,024 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$63.25 - $69.66 $191,268 - $210,651	3,024 New	3,024 $210,000

Others Institutions Holding EFA

# of Institutions

2,126

Shares Held

571M

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

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Pacific Capital Wealth Advisors, Inc Ishares Tr Msci Eafe ETF Transaction History