Palumbo Wealth Management LLC Ishares Tr Msci Eafe ETF Transaction History

Palumbo Wealth Management LLC

$259 Million
Q4 2024

A detailed history of Palumbo Wealth Management LLC transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Palumbo Wealth Management LLC holds 12,497 shares of EFA stock, worth $1.02 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares

12,497

Previous 12,355 1.15%

Holding current value

$1.02 Million

Previous $1.03 Million 8.62%

% of portfolio

0.36%

Previous 0.41%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$75.1 - $82.99 $10,664 - $11,784	142 Added 1.15%	12,497 $944,000
Q3 2024 Oct 28, 2024	SELL	$75.32 - $84.37 $10,544 - $11,811	-140 Reduced 1.12%	12,355 $1.03 Million
Q2 2024 Aug 02, 2024	SELL	$76.09 - $82.16 $116,341 - $125,622	-1,529 Reduced 10.9%	12,495 $978,000
Q1 2024 Apr 15, 2024	SELL	$73.11 - $80.04 $25,880 - $28,334	-354 Reduced 2.46%	14,024 $1.12 Million
Q4 2023 Jan 22, 2024	SELL	$65.84 - $75.47 $147,613 - $169,203	-2,242 Reduced 13.49%	14,378 $1.08 Million
Q3 2023 Oct 16, 2023	SELL	$68.56 - $74.46 $995,834 - $1.08 Million	-14,525 Reduced 46.64%	16,620 $1.15 Million
Q2 2023 Jul 26, 2023	SELL	$70.67 - $73.9 $537,657 - $562,231	-7,608 Reduced 19.63%	31,145 $2.26 Million
Q1 2023 May 04, 2023	SELL	$66.22 - $72.19 $105,223 - $114,709	-1,589 Reduced 3.94%	38,753 $2.77 Million
Q4 2022 Feb 13, 2023	SELL	$55.71 - $67.79 $58,662 - $71,382	-1,053 Reduced 2.54%	40,342 $2.65 Million
Q3 2022 Nov 14, 2022	SELL	$55.54 - $66.76 $27,714 - $33,313	-499 Reduced 1.19%	41,395 $2.32 Million
Q2 2022 Aug 12, 2022	SELL	$61.48 - $74.59 $1,844 - $2,237	-30 Reduced 0.07%	41,894 $2.62 Million
Q1 2022 May 10, 2022	BUY	$66.84 - $79.66 $56,412 - $67,233	844 Added 2.05%	41,924 $3.09 Million
Q4 2021 Feb 16, 2022	BUY	$76.4 - $81.83 $380,395 - $407,431	4,979 Added 13.79%	41,080 $3.23 Million
Q3 2021 Nov 12, 2021	BUY	$76.9 - $82.13 $45,217 - $48,292	588 Added 1.66%	36,101 $2.82 Million
Q2 2021 Aug 16, 2021	BUY	$76.86 - $81.95 $207,368 - $221,101	2,698 Added 8.22%	35,513 $2.8 Million
Q1 2021 May 17, 2021	BUY	$72.39 - $76.92 $59,504 - $63,228	822 Added 2.57%	32,815 $2.49 Million
Q4 2020 May 17, 2021	BUY	$61.39 - $73.52 $1.96 Million - $2.35 Million	31,993 New	31,993 $2.33 Million

Others Institutions Holding EFA

# of Institutions

2,207

Shares Held

588M

Call Options Held

70.5M

Put Options Held

87M

View Full List

About ISHARES TR MSCI EAFE ETF

Ticker EFA
Sector ETFs
Industry ETFs

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Palumbo Wealth Management LLC Ishares Tr Msci Eafe ETF Transaction History