Sequoia Financial Advisors, LLC Ishares Tr Msci Eafe ETF Transaction History

Sequoia Financial Advisors, LLC

$11.5 Billion
Q4 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 18,615 shares of EFA stock, worth $1.52 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

18,615

Previous 18,080 2.96%

Holding current value

$1.52 Million

Previous $1.51 Million 6.94%

% of portfolio

0.01%

Previous 0.02%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$75.1 - $82.99 $40,178 - $44,399	535 Added 2.96%	18,615 $1.41 Million
Q3 2024 Oct 21, 2024	BUY	$75.32 - $84.37 $95,505 - $106,981	1,268 Added 7.54%	18,080 $1.51 Million
Q2 2024 Jul 15, 2024	SELL	$76.09 - $82.16 $138,255 - $149,284	-1,817 Reduced 9.75%	16,812 $1.32 Million
Q1 2024 Apr 30, 2024	SELL	$73.11 - $80.04 $192,059 - $210,265	-2,627 Reduced 12.36%	18,629 $1.49 Million
Q4 2023 Jan 25, 2024	BUY	$65.84 - $75.47 $84,736 - $97,129	1,287 Added 6.44%	21,256 $1.6 Million
Q3 2023 Nov 08, 2023	BUY	$68.56 - $74.46 $1,302 - $1,414	19 Added 0.1%	19,969 $1.38 Million
Q2 2023 Aug 08, 2023	SELL	$70.67 - $73.9 $455,468 - $476,285	-6,445 Reduced 24.42%	19,950 $1.45 Million
Q1 2023 Apr 24, 2023	SELL	$66.22 - $72.19 $38,010 - $41,437	-574 Reduced 2.13%	26,395 $1.89 Million
Q4 2022 Jan 17, 2023	SELL	$55.71 - $67.79 $180,500 - $219,639	-3,240 Reduced 10.73%	26,969 $0
Q3 2022 Oct 26, 2022	SELL	$55.54 - $66.76 $34,601 - $41,591	-623 Reduced 2.02%	30,209 $1.69 Million
Q2 2022 Jul 22, 2022	SELL	$61.48 - $74.59 $494,422 - $599,852	-8,042 Reduced 20.69%	30,832 $1.93 Million
Q1 2022 May 13, 2022	BUY	$66.84 - $79.66 $463,602 - $552,521	6,936 Added 21.72%	38,874 $2.86 Million
Q4 2021 Feb 11, 2022	BUY	$76.4 - $81.83 $2.17 Million - $2.32 Million	28,354 Added 791.13%	31,938 $2.51 Million
Q3 2021 Oct 26, 2021	SELL	$76.9 - $82.13 $1.26 Million - $1.35 Million	-16,383 Reduced 82.05%	3,584 $280,000
Q2 2021 Jul 27, 2021	SELL	$76.86 - $81.95 $75,860 - $80,884	-987 Reduced 4.71%	19,967 $1.58 Million
Q1 2021 May 14, 2021	SELL	$72.39 - $76.92 $35,036 - $37,229	-484 Reduced 2.26%	20,954 $1.59 Million
Q4 2020 Feb 12, 2021	SELL	$61.39 - $73.52 $29,221 - $34,995	-476 Reduced 2.17%	21,438 $1.56 Million
Q3 2020 Oct 23, 2020	BUY	$61.1 - $65.92 $28,411 - $30,652	465 Added 2.17%	21,914 $1.4 Million
Q2 2020 Aug 25, 2020	BUY	$50.9 - $64.65 $1.09 Million - $1.39 Million	21,449 New	21,449 $1.31 Million
Q2 2020 Aug 11, 2020	SELL	$50.9 - $64.65 $1.72 Million - $2.18 Million	-33,792 Closed	0 $1.31 Million
Q1 2020 May 11, 2020	SELL	$46.5 - $70.38 $104,392 - $158,003	-2,245 Reduced 6.23%	33,792 $1.81 Million
Q4 2019 Feb 13, 2020	BUY	$63.25 - $69.66 $114,862 - $126,502	1,816 Added 5.31%	36,037 $2.5 Million
Q3 2019 Oct 22, 2019	BUY	$61.3 - $66.68 $488,744 - $531,639	7,973 Added 30.38%	34,221 $2.23 Million
Q2 2019 Jul 31, 2019	SELL	$63.4 - $66.99 $592,092 - $625,619	-9,339 Reduced 26.24%	26,248 $1.73 Million
Q1 2019 May 13, 2019	SELL	$58.13 - $65.61 $91,961 - $103,795	-1,582 Reduced 4.26%	35,587 $2.31 Million
Q4 2018 Feb 14, 2019	SELL	$56.89 - $68.07 $59,108 - $70,724	-1,039 Reduced 2.72%	37,169 $2.19 Million
Q3 2018 Nov 14, 2018	BUY	$65.43 - $68.98 $17,338 - $18,279	265 Added 0.7%	38,208 $2.6 Million
Q2 2018 Aug 14, 2018	SELL	$66.35 - $71.9 $52,748 - $57,160	-795 Reduced 2.05%	37,943 $2.54 Million
Q1 2018 May 14, 2018	BUY	$67.94 - $75.25 $657,183 - $727,893	9,673 Added 33.28%	38,738 $2.7 Million
Q4 2017 Feb 13, 2018	BUY	$68.42 - $70.8 $29,967 - $31,010	438 Added 1.53%	29,065 $2.04 Million
Q3 2017 Nov 13, 2017	BUY	$66.39 - $68.48 $332,348 - $342,810	5,006 Added 21.19%	28,627 $1.96 Million
Q2 2017 Aug 09, 2017	BUY	N/A	23,621	23,621 $1.54 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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Sequoia Financial Advisors, LLC Ishares Tr Msci Eafe ETF Transaction History