Soa Wealth Advisors, Llc. Ishares Tr Msci Eafe ETF Transaction History

Soa Wealth Advisors, Llc.

$517 Million
Q3 2024

A detailed history of Soa Wealth Advisors, Llc. transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 24,676 shares of EFA stock, worth $1.9 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares

24,676

Previous 23,085 6.89%

Holding current value

$1.9 Million

Previous $1.81 Million 14.1%

% of portfolio

0.4%

Previous 0.37%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	BUY	$75.32 - $84.37 $119,834 - $134,232	1,591 Added 6.89%	24,676 $2.06 Million
Q2 2024 Jul 17, 2024	BUY	$76.09 - $82.16 $637,862 - $688,747	8,383 Added 57.02%	23,085 $1.81 Million
Q1 2024 Apr 10, 2024	BUY	$73.11 - $80.04 $231,027 - $252,926	3,160 Added 27.38%	14,702 $1.17 Million
Q4 2023 Jan 10, 2024	BUY	$65.84 - $75.47 $176,253 - $202,033	2,677 Added 30.2%	11,542 $869,000
Q3 2023 Oct 10, 2023	BUY	$68.56 - $74.46 $60,949 - $66,194	889 Added 11.15%	8,865 $610,000
Q2 2023 Jul 07, 2023	SELL	$70.67 - $73.9 $49,539 - $51,803	-701 Reduced 8.08%	7,976 $578,000
Q1 2023 Apr 28, 2023	BUY	$66.22 - $72.19 $19,866 - $21,657	300 Added 3.58%	8,677 $620,000
Q4 2022 Jan 10, 2023	BUY	$55.71 - $67.79 $16,490 - $20,065	296 Added 3.66%	8,377 $0
Q3 2022 Oct 07, 2022	BUY	$55.54 - $66.76 $17,717 - $21,296	319 Added 4.11%	8,081 $452,000
Q2 2022 Jul 13, 2022	SELL	$61.48 - $74.59 $6,824 - $8,279	-111 Reduced 1.41%	7,762 $485,000
Q1 2022 Apr 07, 2022	BUY	$66.84 - $79.66 $10,560 - $12,586	158 Added 2.05%	7,873 $579,000
Q4 2021 Jan 13, 2022	BUY	$76.4 - $81.83 $5,577 - $5,973	73 Added 0.96%	7,715 $607,000
Q3 2021 Oct 12, 2021	SELL	$76.9 - $82.13 $31,375 - $33,509	-408 Reduced 5.07%	7,642 $596,000
Q2 2021 Jul 14, 2021	SELL	$76.86 - $81.95 $9,376 - $9,997	-122 Reduced 1.49%	8,050 $635,000
Q1 2021 Apr 26, 2021	SELL	$72.39 - $76.92 $23,671 - $25,152	-327 Reduced 3.85%	8,172 $620,000
Q4 2020 Mar 10, 2021	BUY	$61.39 - $73.52 $521,753 - $624,846	8,499 New	8,499 $640,000

Others Institutions Holding EFA

# of Institutions

2,118

Shares Held

572M

Call Options Held

74.2M

Put Options Held

110M

View Full List

About ISHARES TR MSCI EAFE ETF

Ticker EFA
Sector ETFs
Industry ETFs

More about EFA

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Soa Wealth Advisors, Llc. Ishares Tr Msci Eafe ETF Transaction History