Sky Oak Wealth, LLC Ishares Tr Msci Eafe ETF Transaction History

Sky Oak Wealth, LLC

$465 Million
Q4 2024

A detailed history of Sky Oak Wealth, LLC transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Sky Oak Wealth, LLC holds 9,332 shares of EFA stock, worth $743,293. This represents 0.15% of its overall portfolio holdings.

Number of Shares

9,332

Previous 8,442 10.54%

Holding current value

$743,293

Previous $706,000 0.14%

% of portfolio

0.15%

Previous 0.16%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$75.1 - $82.99 $66,839 - $73,861	890 Added 10.54%	9,332 $705,000
Q2 2024 Aug 12, 2024	BUY	$76.09 - $82.16 $124,635 - $134,578	1,638 Added 24.07%	8,442 $661,000
Q1 2024 Apr 29, 2024	BUY	$73.11 - $80.04 $19,154 - $20,970	262 Added 4.0%	6,804 $543,000
Q3 2023 Oct 24, 2023	BUY	$68.56 - $74.46 $10,146 - $11,020	148 Added 2.31%	6,542 $450,000
Q2 2023 Jul 20, 2023	BUY	$70.67 - $73.9 $216,108 - $225,986	3,058 Added 91.67%	6,394 $463,000
Q1 2023 May 02, 2023	BUY	$66.22 - $72.19 $3,046 - $3,320	46 Added 1.4%	3,336 $238,000
Q4 2022 Jan 26, 2023	BUY	$55.71 - $67.79 $183,285 - $223,029	3,290 New	3,290 $0
Q1 2020 May 04, 2020	SELL	$46.5 - $70.38 $3.23 Million - $4.9 Million	-69,559 Closed	0 $0
Q4 2019 Feb 04, 2020	BUY	$63.25 - $69.66 $4.4 Million - $4.85 Million	69,559 New	69,559 $4.83 Million

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 Sky Oak Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sky Oak Wealth, LLC with notifications on news.

Account

Sky Oak Wealth, LLC Ishares Tr Msci Eafe ETF Transaction History