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

Strategies Wealth Advisors, LLC

$819 Billion
Q1 2025

A detailed history of Strategies Wealth Advisors, LLC transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Strategies Wealth Advisors, LLC holds 147,320 shares of EFA stock, worth $13.1 Million. This represents 1.47% of its overall portfolio holdings.

Number of Shares

147,320

Previous 147,054 0.18%

Holding current value

$13.1 Million

Previous $11.8 Billion 2.16%

% of portfolio

1.47%

Previous 1.47%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$74.85 - $84.89 $19,910 - $22,580	266 Added 0.18%	147,320 $12 Billion
Q4 2024 Feb 13, 2025	BUY	$75.1 - $82.99 $441,963 - $488,396	5,885 Added 4.17%	147,054 $11.8 Billion
Q3 2024 Oct 07, 2024	SELL	$75.32 - $84.37 $139,342 - $156,084	-1,850 Reduced 1.29%	141,169 $11.8 Billion
Q2 2024 Jul 29, 2024	SELL	$76.09 - $82.16 $214,878 - $232,019	-2,824 Reduced 1.94%	143,019 $11.2 Billion
Q1 2024 Apr 22, 2024	SELL	$73.11 - $80.04 $24,930 - $27,293	-341 Reduced 0.23%	145,843 $11.6 Billion
Q4 2023 Jan 22, 2024	BUY	$65.84 - $75.47 $326,698 - $374,482	4,962 Added 3.51%	146,184 $11 Billion
Q3 2023 Oct 10, 2023	BUY	$68.56 - $74.46 $113,192 - $122,933	1,651 Added 1.18%	141,222 $9.73 Billion
Q2 2023 Jul 12, 2023	SELL	$70.67 - $73.9 $490,591 - $513,013	-6,942 Reduced 4.74%	139,571 $10.1 Billion
Q1 2023 Jun 27, 2023	SELL	$66.22 - $72.19 $87,277 - $95,146	-1,318 Reduced 0.89%	146,513 $10.5 Billion
Q4 2022 Jun 27, 2023	BUY	$55.71 - $67.79 $4.9 Million - $5.96 Million	87,937 Added 146.82%	147,831 $9.7 Billion
Q2 2022 Jun 27, 2023	BUY	$61.48 - $74.59 $650,335 - $789,013	10,578 Added 21.45%	59,894 $3.74 Billion
Q1 2022 Jun 27, 2023	SELL	$66.84 - $79.66 $32,016 - $38,157	-479 Reduced 0.96%	49,316 $3.63 Billion
Q4 2021 Jun 26, 2023	BUY	$76.4 - $81.83 $3.8 Million - $4.07 Million	49,795 New	49,795 $3.92 Billion

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

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