Prosperity Planning, Inc. Ishares Tr Msci Eafe ETF Transaction History

Prosperity Planning, Inc.

$330 Million
Q2 2025

A detailed history of Prosperity Planning, Inc. transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Prosperity Planning, Inc. holds 246,722 shares of EFA stock, worth $23.5 Million. This represents 6.67% of its overall portfolio holdings.

Number of Shares

246,722

Previous 243,645 1.26%

Holding current value

$23.5 Million

Previous $20.1 Million 9.78%

% of portfolio

6.67%

Previous 6.54%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 11, 2025	BUY	$72.96 - $90.39 $224,497 - $278,130	3,077 Added 1.26%	246,722 $22.1 Million
Q1 2025 Apr 10, 2025	BUY	$74.85 - $84.89 $428,366 - $485,825	5,723 Added 2.41%	243,645 $20.1 Million
Q4 2024 Jan 16, 2025	BUY	$75.1 - $82.99 $504,747 - $557,775	6,721 Added 2.91%	237,922 $18 Million
Q3 2024 Oct 07, 2024	BUY	$75.32 - $84.37 $213,607 - $239,273	2,836 Added 1.24%	231,201 $19.3 Million
Q2 2024 Jul 23, 2024	BUY	$76.09 - $82.16 $140,309 - $151,503	1,844 Added 0.81%	228,365 $17.9 Million
Q1 2024 Apr 15, 2024	BUY	$73.11 - $80.04 $551,395 - $603,661	7,542 Added 3.44%	226,521 $18.1 Million
Q4 2023 Feb 05, 2024	BUY	$65.84 - $75.47 $408,537 - $468,291	6,205 Added 2.92%	218,979 $16.5 Million
Q3 2023 Oct 24, 2023	BUY	$68.56 - $74.46 $352,878 - $383,245	5,147 Added 2.48%	212,774 $14.7 Million
Q2 2023 Jul 13, 2023	BUY	$70.67 - $73.9 $443,171 - $463,426	6,271 Added 3.11%	207,627 $15.1 Million
Q1 2023 Apr 13, 2023	BUY	$66.22 - $72.19 $1.41 Million - $1.54 Million	21,309 Added 11.84%	201,356 $14.4 Million
Q3 2022 Oct 12, 2022	BUY	$55.54 - $66.76 $1.36 Million - $1.64 Million	24,573 Added 15.81%	180,047 $10.1 Million
Q4 2021 Jan 21, 2022	BUY	$76.4 - $81.83 $1.35 Million - $1.45 Million	17,665 Added 12.82%	155,474 $12.2 Million
Q3 2021 Oct 08, 2021	BUY	$76.9 - $82.13 $230,007 - $245,650	2,991 Added 2.22%	137,809 $10.8 Million
Q2 2021 Jul 13, 2021	BUY	$76.86 - $81.95 $742,928 - $792,128	9,666 Added 7.72%	134,818 $10.6 Million
Q1 2021 Apr 12, 2021	BUY	$72.39 - $76.92 $663,020 - $704,510	9,159 Added 7.9%	125,152 $9.5 Million
Q4 2020 Feb 01, 2021	BUY	$61.39 - $73.52 $7.12 Million - $8.53 Million	115,993 New	115,993 $8.46 Million

Others Institutions Holding EFA

# of Institutions

2,376

Shares Held

607M

Call Options Held

53.2M

Put Options Held

74.1M

View Full List

About ISHARES TR MSCI EAFE ETF

Ticker EFA
Sector ETFs
Industry ETFs

More about EFA

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Prosperity Planning, Inc. Ishares Tr Msci Eafe ETF Transaction History