Schneider Downs Wealth Management Advisors, LP Ishares Tr Msci Eafe ETF Transaction History

Schneider Downs Wealth Management Advisors, LP

  • $536 Million
  • Q1 2025

A detailed history of Schneider Downs Wealth Management Advisors, LP transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Schneider Downs Wealth Management Advisors, LP holds 85,183 shares of EFA stock, worth $7.59 Million. This represents 1.3% of its overall portfolio holdings.

Number of Shares
85,183
Previous 88,619 3.88%
Holding current value
$7.59 Million
Previous $6.7 Million 3.91%
% of portfolio
1.3%
Previous 1.3%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
SELL
$74.85 - $84.89 $257,184 - $291,682
-3,436 Reduced 3.88%
85,183 $6.96 Million
Q4 2024

Feb 04, 2025
BUY
$75.1 - $82.99 $95,076 - $105,065
1,266 Added 1.45%
88,619 $6.7 Million
Q3 2024

Nov 06, 2024
SELL
$75.32 - $84.37 $29,450 - $32,988
-391 Reduced 0.45%
87,353 $7.31 Million
Q2 2024

Aug 07, 2024
BUY
$76.09 - $82.16 $1.81 Million - $1.96 Million
23,806 Added 37.23%
87,744 $6.87 Million
Q4 2023

Feb 09, 2024
SELL
$65.84 - $75.47 $1.65 Million - $1.89 Million
-25,033 Reduced 28.14%
63,938 $4.82 Million
Q3 2023

Nov 06, 2023
SELL
$68.56 - $74.46 $75,827 - $82,352
-1,106 Reduced 1.23%
88,971 $6.13 Million
Q2 2023

Jul 31, 2023
SELL
$70.67 - $73.9 $178,583 - $186,745
-2,527 Reduced 2.73%
90,077 $6.53 Million
Q1 2023

May 04, 2023
BUY
$66.22 - $72.19 $308,320 - $336,116
4,656 Added 5.29%
92,604 $6.62 Million
Q4 2022

Feb 01, 2023
BUY
$55.71 - $67.79 $2.31 Million - $2.81 Million
41,448 Added 89.14%
87,948 $5.77 Million
Q3 2022

Oct 26, 2022
BUY
$55.54 - $66.76 $1.84 Million - $2.21 Million
33,169 Added 248.81%
46,500 $2.6 Million
Q3 2021

Oct 14, 2021
SELL
$76.9 - $82.13 $194,095 - $207,296
-2,524 Reduced 15.92%
13,331 $1.04 Million
Q3 2020

Oct 14, 2020
BUY
$61.1 - $65.92 $219,960 - $237,312
3,600 Added 29.38%
15,855 $1.01 Million
Q2 2020

Jul 15, 2020
SELL
$50.9 - $64.65 $250,122 - $317,690
-4,914 Reduced 28.62%
12,255 $746,000
Q1 2020

Apr 21, 2020
BUY
$46.5 - $70.38 $50,034 - $75,728
1,076 Added 6.69%
17,169 $918,000
Q4 2019

Jan 23, 2020
BUY
$63.25 - $69.66 $134,849 - $148,515
2,132 Added 15.27%
16,093 $1.12 Million
Q4 2018

Jan 31, 2019
BUY
$56.89 - $68.07 $97,054 - $116,127
1,706 Added 13.92%
13,961 $821,000
Q1 2018

Apr 17, 2018
BUY
$67.94 - $75.25 $832,604 - $922,188
12,255 New
12,255 $854,000

Others Institutions Holding EFA

# of Institutions
2,276
Shares Held
575M
Call Options Held
57.9M
Put Options Held
76.2M
View Full List

About ISHARES TR MSCI EAFE ETF

EFA Quotes by TradingView
  • Ticker EFA
  • Sector ETFs
  • Industry ETFs
More about EFA
Track This Portfolio

Track Schneider Downs Wealth Management Advisors, LP Portfolio

Follow Schneider Downs Wealth Management Advisors, LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Schneider Downs Wealth Management Advisors, LP, based on Form 13F filings with the SEC.

News

Stay updated on Schneider Downs Wealth Management Advisors, LP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email