Sound View Wealth Advisors Group, LLC Ishares Tr Msci Eafe ETF Transaction History

Sound View Wealth Advisors Group, LLC

$1.2 Billion
Q1 2025

A detailed history of Sound View Wealth Advisors Group, LLC transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 6,769 shares of EFA stock, worth $602,982. This represents 0.05% of its overall portfolio holdings.

Number of Shares

6,769

Previous 7,921 14.54%

Holding current value

$602,982

Previous $598,000 7.53%

% of portfolio

0.05%

Previous 0.05%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	SELL	$74.85 - $84.89 $86,227 - $97,793	-1,152 Reduced 14.54%	6,769 $553,000
Q4 2024 Feb 07, 2025	SELL	$75.1 - $82.99 $41,380 - $45,727	-551 Reduced 6.5%	7,921 $598,000
Q3 2024 Nov 12, 2024	BUY	$75.32 - $84.37 $217,674 - $243,829	2,890 Added 51.77%	8,472 $708,000
Q2 2024 Aug 05, 2024	BUY	$76.09 - $82.16 $608 - $657	8 Added 0.14%	5,582 $437,000
Q1 2024 May 09, 2024	SELL	$73.11 - $80.04 $15,645 - $17,128	-214 Reduced 3.7%	5,574 $445,000
Q4 2023 Feb 08, 2024	BUY	$65.84 - $75.47 $93,163 - $106,790	1,415 Added 32.36%	5,788 $436,000
Q3 2023 Nov 07, 2023	SELL	$68.56 - $74.46 $89,402 - $97,095	-1,304 Reduced 22.97%	4,373 $301,000
Q2 2023 Aug 08, 2023	SELL	$70.67 - $73.9 $9,257 - $9,680	-131 Reduced 2.26%	5,677 $411,000
Q1 2023 May 12, 2023	BUY	$66.22 - $72.19 $88,801 - $96,806	1,341 Added 30.02%	5,808 $415,000
Q4 2022 Feb 08, 2023	SELL	$55.71 - $67.79 $3,788 - $4,609	-68 Reduced 1.5%	4,467 $293,000
Q2 2022 Aug 05, 2022	SELL	$61.48 - $74.59 $4,303 - $5,221	-70 Reduced 1.52%	4,535 $283,000
Q1 2022 May 11, 2022	BUY	$66.84 - $79.66 $9,290 - $11,072	139 Added 3.11%	4,605 $339,000
Q4 2021 Jan 20, 2022	BUY	$76.4 - $81.83 $840 - $900	11 Added 0.25%	4,466 $351,000
Q3 2021 Oct 21, 2021	SELL	$76.9 - $82.13 $6,075 - $6,488	-79 Reduced 1.74%	4,455 $348,000
Q2 2021 Jul 21, 2021	BUY	$76.86 - $81.95 $691 - $737	9 Added 0.2%	4,534 $358,000
Q1 2021 Apr 28, 2021	SELL	$72.39 - $76.92 $12,668 - $13,461	-175 Reduced 3.72%	4,525 $343,000
Q4 2020 Feb 02, 2021	SELL	$61.39 - $73.52 $24,494 - $29,334	-399 Reduced 7.83%	4,700 $343,000
Q3 2020 Nov 09, 2020	SELL	$61.1 - $65.92 $63,482 - $68,490	-1,039 Reduced 16.93%	5,099 $325,000
Q2 2020 Aug 07, 2020	BUY	$50.9 - $64.65 $43,468 - $55,211	854 Added 16.16%	6,138 $374,000
Q1 2020 May 12, 2020	SELL	$46.5 - $70.38 $27,388 - $41,453	-589 Reduced 10.03%	5,284 $282,000
Q4 2019 Jan 27, 2020	SELL	$63.25 - $69.66 $116,000 - $127,756	-1,834 Reduced 23.8%	5,873 $408,000
Q3 2019 Nov 07, 2019	SELL	$61.3 - $66.68 $36,780 - $40,008	-600 Reduced 7.22%	7,707 $503,000
Q2 2019 Aug 07, 2019	BUY	$63.4 - $66.99 $526,663 - $556,485	8,307 New	8,307 $546,000

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 Sound View Wealth Advisors Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sound View Wealth Advisors Group, LLC with notifications on news.

Account

Sound View Wealth Advisors Group, LLC Ishares Tr Msci Eafe ETF Transaction History