A detailed history of Schrum Private Wealth Management LLC transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Schrum Private Wealth Management LLC holds 11,616 shares of EFA stock, worth $895,361. This represents 0.5% of its overall portfolio holdings.

Number of Shares
11,616
Previous 5,610 107.06%
Holding current value
$895,361
Previous $439,000 121.18%
% of portfolio
0.5%
Previous 0.4%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024

BUY
$75.32 - $84.37 $452,371 - $506,726
6,006 Added 107.06%
11,616 $971,000
Q2 2024

Jul 30, 2024

BUY
$76.09 - $82.16 $23,663 - $25,551
311 Added 5.87%
5,610 $439,000
Q1 2024

May 02, 2024

BUY
$73.11 - $80.04 $33,849 - $37,058
463 Added 9.57%
5,299 $423,000
Q4 2023

Jan 25, 2024

BUY
$65.84 - $75.47 $93,953 - $107,695
1,427 Added 41.86%
4,836 $364,000
Q3 2023

Nov 06, 2023

BUY
$68.56 - $74.46 $20,568 - $22,337
300 Added 9.65%
3,409 $234,000
Q2 2023

Jul 24, 2023

BUY
$70.67 - $73.9 $2,049 - $2,143
29 Added 0.94%
3,109 $225,000
Q1 2023

Apr 19, 2023

SELL
$66.22 - $72.19 $1,258 - $1,371
-19 Reduced 0.61%
3,080 $220,000
Q4 2022

Jan 19, 2023

BUY
$55.71 - $67.79 $172,645 - $210,081
3,099 New
3,099 $0
Q2 2022

Jul 22, 2022

SELL
$61.48 - $74.59 $10,082 - $12,232
-164 Reduced 4.51%
3,474 $217,000
Q1 2022

May 05, 2022

BUY
$66.84 - $79.66 $7,419 - $8,842
111 Added 3.15%
3,638 $251,000
Q4 2021

Mar 11, 2022

BUY
$76.4 - $81.83 $269,462 - $288,614
3,527 New
3,527 $280,000

Others Institutions Holding EFA

About ISHARES TR MSCI EAFE ETF


  • Ticker EFA
  • Sector ETFs
  • Industry ETFs
More about EFA
Track This Portfolio

Track Schrum Private Wealth Management LLC Portfolio

Follow Schrum Private Wealth Management LLC 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 Schrum Private Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Schrum Private Wealth Management LLC with notifications on news.