Tolleson Wealth Management, Inc. Ishares Tr Msci Eafe ETF Transaction History

Tolleson Wealth Management, Inc.

  • $556 Million
  • Q2 2025

A detailed history of Tolleson Wealth Management, Inc. transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Tolleson Wealth Management, Inc. holds 98,274 shares of EFA stock, worth $9.27 Million. This represents 1.58% of its overall portfolio holdings.

Number of Shares
98,274
Previous 98,274 -0.0%
Holding current value
$9.27 Million
Previous $8.79 Million 0.01%
% of portfolio
1.58%
Previous 1.5%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$72.96 - $90.39 $14,664 - $18,168
-201 Reduced 0.2%
98,274 $8.79 Million
Q1 2025

Aug 27, 2025
BUY
$74.85 - $84.89 $15,044 - $17,062
201 Added 0.2%
98,475 $8.05 Million
Q1 2025

May 15, 2025
SELL
$74.85 - $84.89 $963,244 - $1.09 Million
-12,869 Reduced 11.56%
98,475 $8.05 Million
Q4 2024

Feb 14, 2025
BUY
$75.1 - $82.99 $894,290 - $988,244
11,908 Added 11.98%
111,344 $8.42 Million
Q3 2024

Nov 14, 2024
SELL
$75.32 - $84.37 $41,651 - $46,656
-553 Reduced 0.55%
99,436 $8.32 Million
Q2 2024

Aug 14, 2024
SELL
$76.09 - $82.16 $75,024 - $81,009
-986 Reduced 0.98%
99,989 $7.83 Million
Q1 2024

May 15, 2024
SELL
$73.11 - $80.04 $83,784 - $91,725
-1,146 Reduced 1.12%
100,975 $8.06 Million
Q4 2023

Feb 14, 2024
SELL
$65.84 - $75.47 $300,757 - $344,746
-4,568 Reduced 4.28%
102,121 $7.7 Million
Q3 2023

Nov 14, 2023
SELL
$68.56 - $74.46 $164,475 - $178,629
-2,399 Reduced 2.2%
106,689 $7.35 Million
Q2 2023

Aug 14, 2023
SELL
$70.67 - $73.9 $153,212 - $160,215
-2,168 Reduced 1.95%
109,088 $7.91 Million
Q1 2023

May 15, 2023
SELL
$66.22 - $72.19 $111,183 - $121,207
-1,679 Reduced 1.49%
111,256 $7.96 Million
Q3 2022

Nov 14, 2022
SELL
$55.54 - $66.76 $100,305 - $120,568
-1,806 Reduced 1.57%
112,935 $6.33 Million
Q1 2022

May 16, 2022
SELL
$66.84 - $79.66 $132,811 - $158,284
-1,987 Reduced 1.7%
114,741 $8.45 Million
Q4 2021

Feb 14, 2022
SELL
$76.4 - $81.83 $352,280 - $377,318
-4,611 Reduced 3.8%
116,728 $9.2 Million
Q3 2021

Nov 15, 2021
SELL
$76.9 - $82.13 $78,438 - $83,772
-1,020 Reduced 0.83%
121,339 $9.47 Million
Q3 2020

Nov 16, 2020
BUY
$61.1 - $65.92 $751,102 - $810,354
12,293 Added 11.17%
122,359 $7.79 Million
Q2 2020

Aug 14, 2020
BUY
$50.9 - $64.65 $260,048 - $330,296
5,109 Added 4.87%
110,066 $6.7 Million
Q1 2020

May 15, 2020
BUY
$46.5 - $70.38 $790 - $1,196
17 Added 0.02%
104,957 $5.61 Million
Q3 2019

Nov 14, 2019
BUY
$61.3 - $66.68 $6.43 Million - $7 Million
104,940 New
104,940 $6.84 Million

Others Institutions Holding EFA

# of Institutions
2,395
Shares Held
606M
Call Options Held
52.5M
Put Options Held
75.1M
View Full List

About ISHARES TR MSCI EAFE ETF

EFA Quotes by TradingView
  • Ticker EFA
  • Sector ETFs
  • Industry ETFs
More about EFA
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