Total Wealth Planning, LLC Ishares Tr Msci Eafe ETF Transaction History

Total Wealth Planning, LLC

  • $812 Million
  • Q3 2025

A detailed history of Total Wealth Planning, LLC transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Total Wealth Planning, LLC holds 2,552 shares of EFA stock, worth $243,103. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,552
Previous 2,552 -0.0%
Holding current value
$243,103
Previous $228,000 4.39%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Jul 15, 2025
BUY
$72.96 - $90.39 $218 - $271
3 Added 0.12%
2,552 $228,000
Q1 2025

Apr 15, 2025
SELL
$74.85 - $84.89 $73,203 - $83,022
-978 Reduced 27.73%
2,549 $210,000
Q4 2024

Jan 15, 2025
SELL
$75.1 - $82.99 $90,420 - $99,919
-1,204 Reduced 25.45%
3,527 $266,000
Q2 2024

Aug 02, 2024
SELL
$76.09 - $82.16 $38,121 - $41,162
-501 Reduced 9.58%
4,731 $370,000
Q4 2023

Feb 05, 2024
BUY
$65.84 - $75.47 $149,127 - $170,939
2,265 Added 76.34%
5,232 $394,000
Q3 2023

Nov 08, 2023
BUY
$68.56 - $74.46 $203,417 - $220,922
2,967 New
2,967 $204,000

Others Institutions Holding EFA

# of Institutions
2,423
Shares Held
609M
Call Options Held
65M
Put Options Held
82.4M
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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