Sheets Smith Wealth Management Ishares Tr Msci Eafe ETF Transaction History

Sheets Smith Wealth Management

$789 Million
Q1 2025

A detailed history of Sheets Smith Wealth Management transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Sheets Smith Wealth Management holds 41,200 shares of EFA stock, worth $3.64 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares

41,200

Previous 41,200 -0.0%

Holding current value

$3.64 Million

Previous $3.12 Million 8.09%

% of portfolio

0.43%

Previous 0.39%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 06, 2024	BUY	$65.84 - $75.47 $17,184 - $19,697	261 Added 0.64%	41,200 $3.1 Million
Q3 2023 Oct 23, 2023	BUY	$68.56 - $74.46 $47,237 - $51,302	689 Added 1.71%	40,939 $2.82 Million
Q2 2023 Aug 09, 2023	SELL	$70.67 - $73.9 $9,611 - $10,050	-136 Reduced 0.34%	40,250 $2.92 Million
Q1 2023 May 26, 2023	BUY	$66.22 - $72.19 $2.67 Million - $2.91 Million	40,314 Added 55991.67%	40,386 $2.89 Million
Q1 2023 May 12, 2023	SELL	$66.22 - $72.19 $2.66 Million - $2.9 Million	-40,214 Reduced 99.82%	72 $5,000
Q4 2022 Mar 08, 2023	SELL	$55.71 - $67.79 $22,506 - $27,387	-404 Reduced 0.99%	40,286 $2.64 Million
Q3 2022 Nov 01, 2022	BUY	$55.54 - $66.76 $22,493 - $27,037	405 Added 1.01%	40,690 $2.28 Million
Q1 2022 May 02, 2022	SELL	$66.84 - $79.66 $501,300 - $597,450	-7,500 Reduced 15.7%	40,285 $2.97 Million
Q3 2021 Oct 15, 2021	SELL	$76.9 - $82.13 $7,690 - $8,213	-100 Reduced 0.21%	47,785 $3.73 Million
Q3 2020 Oct 26, 2020	SELL	$61.1 - $65.92 $20,285 - $21,885	-332 Reduced 0.69%	47,885 $3.05 Million
Q2 2020 Jul 17, 2020	SELL	$50.9 - $64.65 $419,212 - $532,457	-8,236 Reduced 14.59%	48,217 $2.94 Million
Q1 2020 Apr 28, 2020	BUY	$46.5 - $70.38 $11,067 - $16,750	238 Added 0.42%	56,453 $3.02 Million
Q4 2019 Jan 24, 2020	SELL	$63.25 - $69.66 $7,969 - $8,777	-126 Reduced 0.22%	56,215 $3.9 Million
Q3 2019 Oct 28, 2019	BUY	$61.3 - $66.68 $1,593 - $1,733	26 Added 0.05%	56,341 $3.67 Million
Q2 2019 Jul 12, 2019	BUY	$63.4 - $66.99 $608,449 - $642,903	9,597 Added 20.54%	56,315 $3.7 Million
Q1 2019 May 13, 2019	SELL	$58.13 - $65.61 $7,847 - $8,857	-135 Reduced 0.29%	46,718 $3.03 Million
Q4 2018 Jan 11, 2019	SELL	$56.89 - $68.07 $3,015 - $3,607	-53 Reduced 0.11%	46,853 $2.75 Million
Q3 2018 Oct 15, 2018	BUY	$65.43 - $68.98 $10,468 - $11,036	160 Added 0.34%	46,906 $3.19 Million
Q2 2018 Jul 26, 2018	BUY	$66.35 - $71.9 $19,042 - $20,635	287 Added 0.62%	46,746 $3.13 Million
Q1 2018 Apr 09, 2018	SELL	$67.94 - $75.25 $580,275 - $642,710	-8,541 Reduced 15.53%	46,459 $3.24 Million
Q4 2017 Jan 12, 2018	BUY	$68.42 - $70.8 $8,347 - $8,637	122 Added 0.22%	55,000 $3.87 Million
Q3 2017 Oct 12, 2017	BUY	$66.39 - $68.48 $3.64 Million - $3.76 Million	54,878	54,878 $3.76 Million

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

Ticker EFA
Sector ETFs
Industry ETFs

More about EFA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sheets Smith Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Sheets Smith Wealth Management with notifications on news.

Account

Sheets Smith Wealth Management Ishares Tr Msci Eafe ETF Transaction History