Sightline Wealth Advisors, LLC Ishares Tr Msci Eafe ETF Transaction History

Sightline Wealth Advisors, LLC

$185 Million
Q4 2024

A detailed history of Sightline Wealth Advisors, LLC transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Sightline Wealth Advisors, LLC holds 5,732 shares of EFA stock, worth $456,553. This represents 0.23% of its overall portfolio holdings.

Number of Shares

5,732

Previous 5,705 0.47%

Holding current value

$456,553

Previous $477,000 9.22%

% of portfolio

0.23%

Previous 0.26%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$75.1 - $82.99 $2,027 - $2,240	27 Added 0.47%	5,732 $433,000
Q2 2024 Aug 02, 2024	BUY	$76.09 - $82.16 $2,587 - $2,793	34 Added 0.6%	5,705 $446,000
Q1 2024 Apr 24, 2024	BUY	$73.11 - $80.04 $89,559 - $98,049	1,225 Added 27.55%	5,671 $452,000
Q4 2023 Jan 23, 2024	BUY	$65.84 - $75.47 $1,514 - $1,735	23 Added 0.52%	4,446 $335,000
Q3 2023 Nov 01, 2023	BUY	$68.56 - $74.46 $2,262 - $2,457	33 Added 0.75%	4,423 $304,000
Q4 2022 Jan 26, 2023	SELL	$55.71 - $67.79 $547,629 - $666,375	-9,830 Reduced 69.13%	4,390 $0
Q2 2022 Jul 15, 2022	BUY	$61.48 - $74.59 $6,393 - $7,757	104 Added 0.74%	14,220 $568,000
Q1 2022 Apr 29, 2022	BUY	$66.84 - $79.66 $401 - $477	6 Added 0.04%	14,116 $637,000
Q4 2021 Jan 26, 2022	BUY	$76.4 - $81.83 $12,606 - $13,501	165 Added 1.18%	14,110 $691,000
Q3 2021 Oct 25, 2021	SELL	$76.9 - $82.13 $7,690 - $8,213	-100 Reduced 0.71%	13,945 $703,000
Q2 2021 Jul 22, 2021	BUY	$76.86 - $81.95 $749,615 - $799,258	9,753 Added 227.24%	14,045 $775,000
Q4 2020 Feb 02, 2021	BUY	$61.39 - $73.52 $263,485 - $315,547	4,292 New	4,292 $313,000

Others Institutions Holding EFA

# of Institutions

2,158

Shares Held

576M

Call Options Held

74.5M

Put Options Held

106M

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 Sightline Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sightline Wealth Advisors, LLC with notifications on news.

Account

Sightline Wealth Advisors, LLC Ishares Tr Msci Eafe ETF Transaction History