Sterling Investment Advisors, Ltd. Ishares Tr Msci Eafe ETF Transaction History

Sterling Investment Advisors, Ltd.

$389 Million
Q1 2025

A detailed history of Sterling Investment Advisors, Ltd. transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Sterling Investment Advisors, Ltd. holds 12,382 shares of EFA stock, worth $1.09 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

12,382

Previous 8,686 42.55%

Holding current value

$1.09 Million

Previous $656,000 54.12%

% of portfolio

0.26%

Previous 0.17%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	BUY	$74.85 - $84.89 $276,645 - $313,753	3,696 Added 42.55%	12,382 $1.01 Million
Q4 2024 Feb 04, 2025	BUY	$75.1 - $82.99 $157,710 - $174,279	2,100 Added 31.89%	8,686 $656,000
Q3 2024 Oct 24, 2024	BUY	$75.32 - $84.37 $53,703 - $60,155	713 Added 12.14%	6,586 $550,000
Q1 2024 Apr 30, 2024	BUY	$73.11 - $80.04 $4,752 - $5,202	65 Added 1.12%	5,873 $469,000
Q3 2023 Nov 06, 2023	SELL	$68.56 - $74.46 $8,570 - $9,307	-125 Reduced 2.11%	5,808 $400,000
Q3 2022 Nov 03, 2022	SELL	$55.54 - $66.76 $66,092 - $79,444	-1,190 Reduced 16.71%	5,933 $332,000
Q4 2021 Feb 02, 2022	BUY	$76.4 - $81.83 $15,280 - $16,366	200 Added 2.89%	7,123 $560,000
Q1 2021 May 04, 2021	BUY	$72.39 - $76.92 $137,179 - $145,763	1,895 Added 37.69%	6,923 $525,000
Q2 2020 Jul 24, 2020	SELL	$50.9 - $64.65 $4,733 - $6,012	-93 Reduced 1.82%	5,028 $306,000
Q1 2020 Apr 30, 2020	SELL	$46.5 - $70.38 $13,950 - $21,114	-300 Reduced 5.53%	5,121 $273,000
Q4 2019 Feb 10, 2020	BUY	$63.25 - $69.66 $24,604 - $27,097	389 Added 7.73%	5,421 $376,000
Q3 2019 Oct 15, 2019	SELL	$61.3 - $66.68 $49,040 - $53,344	-800 Reduced 13.72%	5,032 $328,000
Q4 2018 Jan 18, 2019	SELL	$56.89 - $68.07 $79,020 - $94,549	-1,389 Reduced 19.24%	5,832 $342,000
Q3 2018 Nov 09, 2018	SELL	$65.43 - $68.98 $81,198 - $85,604	-1,241 Reduced 14.67%	7,221 $491,000
Q2 2018 Jul 26, 2018	BUY	$66.35 - $71.9 $92,160 - $99,869	1,389 Added 19.64%	8,462 $566,000
Q1 2018 Apr 23, 2018	BUY	$67.94 - $75.25 $54,352 - $60,200	800 Added 12.75%	7,073 $493,000
Q4 2017 Jan 29, 2018	BUY	$68.42 - $70.8 $314,253 - $325,184	4,593 Added 273.39%	6,273 $441,000
Q2 2017 Aug 09, 2017	BUY	N/A	1,680	1,680 $110,000

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
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Industry ETFs

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Sterling Investment Advisors, Ltd. Ishares Tr Msci Eafe ETF Transaction History