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

Total Wealth Planning, LLC

  • $604 Million
  • Q4 2024

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 3,527 shares of EFA stock, worth $275,635. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,527
Previous 4,731 25.45%
Holding current value
$275,635
Previous $395,000 32.66%
% of portfolio
0.04%
Previous 0.07%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,126
Shares Held
571M
Call Options Held
74.2M
Put Options Held
110M
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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