Personal Cfo Solutions, LLC Ishares Tr Msci Eafe ETF Transaction History

Personal Cfo Solutions, LLC

$704 Million
Q3 2024

A detailed history of Personal Cfo Solutions, LLC transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 216,610 shares of EFA stock, worth $17.1 Million. This represents 2.57% of its overall portfolio holdings.

Number of Shares

216,610

Previous 232,385 6.79%

Holding current value

$17.1 Million

Previous $18.2 Million 0.48%

% of portfolio

2.57%

Previous 2.86%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$75.32 - $84.37 $1.19 Million - $1.33 Million	-15,775 Reduced 6.79%	216,610 $18.1 Million
Q2 2024 Aug 09, 2024	BUY	$76.09 - $82.16 $17.2 Million - $18.5 Million	225,534 Added 3291.99%	232,385 $18.2 Million
Q1 2024 May 13, 2024	SELL	$73.11 - $80.04 $35,750 - $39,139	-489 Reduced 6.66%	6,851 $547,000
Q4 2023 Feb 13, 2024	BUY	$65.84 - $75.47 $106,068 - $121,582	1,611 Added 28.12%	7,340 $553,000
Q3 2023 Nov 13, 2023	BUY	$68.56 - $74.46 $2,399 - $2,606	35 Added 0.61%	5,729 $394,000
Q2 2023 Aug 10, 2023	SELL	$70.67 - $73.9 $41,765 - $43,674	-591 Reduced 9.4%	5,694 $412,000
Q1 2023 May 09, 2023	SELL	$66.22 - $72.19 $6,423 - $7,002	-97 Reduced 1.52%	6,285 $449,000
Q4 2022 Feb 14, 2023	SELL	$55.71 - $67.79 $103,732 - $126,224	-1,862 Reduced 22.59%	6,382 $418,000
Q3 2022 Nov 01, 2022	SELL	$55.54 - $66.76 $207,330 - $249,215	-3,733 Reduced 31.17%	8,244 $462,000
Q2 2022 Aug 05, 2022	SELL	$61.48 - $74.59 $17.6 Million - $21.3 Million	-285,965 Reduced 95.98%	11,977 $748,000
Q1 2022 May 02, 2022	BUY	$66.84 - $79.66 $1.2 Million - $1.43 Million	17,931 Added 6.4%	297,942 $21.9 Million
Q4 2021 Feb 11, 2022	BUY	$76.4 - $81.83 $20.8 Million - $22.2 Million	271,635 Added 3243.02%	280,011 $22 Million
Q3 2021 Nov 18, 2021	SELL	$76.9 - $82.13 $102,507 - $109,479	-1,333 Reduced 13.73%	8,376 $653,000
Q2 2021 Jul 22, 2021	BUY	$76.86 - $81.95 $237,574 - $253,307	3,091 Added 46.71%	9,709 $766,000
Q1 2021 Apr 21, 2021	BUY	$72.39 - $76.92 $12,451 - $13,230	172 Added 2.67%	6,618 $502,000
Q4 2020 Feb 09, 2021	BUY	$61.39 - $73.52 $10,988 - $13,160	179 Added 2.86%	6,446 $470,000
Q3 2020 Nov 02, 2020	BUY	$61.1 - $65.92 $549 - $593	9 Added 0.14%	6,267 $0
Q2 2020 Aug 03, 2020	SELL	$50.9 - $64.65 $529,767 - $672,877	-10,408 Reduced 62.45%	6,258 $381,000
Q1 2020 Apr 30, 2020	BUY	$46.5 - $70.38 $248,310 - $375,829	5,340 Added 47.15%	16,666 $891,000
Q4 2019 Feb 13, 2020	SELL	$63.25 - $69.66 $3,542 - $3,900	-56 Reduced 0.49%	11,326 $786,000
Q3 2019 Nov 13, 2019	BUY	$61.3 - $66.68 $697,716 - $758,951	11,382 New	11,382 $742,000

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

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Personal Cfo Solutions, LLC Ishares Tr Msci Eafe ETF Transaction History