Wealth Architects, LLC Ishares Tr Msci Eafe ETF Transaction History

Wealth Architects, LLC

$827 Million
Q4 2024

A detailed history of Wealth Architects, LLC transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Wealth Architects, LLC holds 4,847 shares of EFA stock, worth $395,224. This represents 0.04% of its overall portfolio holdings.

Number of Shares

4,847

Previous 4,935 1.78%

Holding current value

$395,224

Previous $412,000 11.17%

% of portfolio

0.04%

Previous 0.05%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	SELL	$75.1 - $82.99 $6,608 - $7,303	-88 Reduced 1.78%	4,847 $366,000
Q3 2024 Oct 31, 2024	SELL	$75.32 - $84.37 $34,195 - $38,303	-454 Reduced 8.42%	4,935 $412,000
Q2 2024 Aug 08, 2024	SELL	$76.09 - $82.16 $1,369 - $1,478	-18 Reduced 0.33%	5,389 $422,000
Q4 2023 Feb 14, 2024	SELL	$65.84 - $75.47 $54,647 - $62,640	-830 Reduced 13.31%	5,407 $407,000
Q3 2023 Nov 09, 2023	SELL	$68.56 - $74.46 $33,662 - $36,559	-491 Reduced 7.3%	6,237 $429,000
Q2 2023 Aug 02, 2023	BUY	$70.67 - $73.9 $21,978 - $22,982	311 Added 4.85%	6,728 $487,000
Q1 2023 Apr 21, 2023	SELL	$66.22 - $72.19 $35,957 - $39,199	-543 Reduced 7.8%	6,417 $458,000
Q4 2022 Feb 09, 2023	SELL	$55.71 - $67.79 $99,052 - $120,530	-1,778 Reduced 20.35%	6,960 $456,000
Q3 2022 Oct 24, 2022	SELL	$55.54 - $66.76 $8,497 - $10,214	-153 Reduced 1.72%	8,738 $489,000
Q4 2021 Jan 19, 2022	SELL	$76.4 - $81.83 $229 - $245	-3 Reduced 0.03%	8,891 $700,000
Q1 2021 Apr 29, 2021	BUY	$72.39 - $76.92 $170,550 - $181,223	2,356 Added 36.04%	8,894 $675,000
Q3 2020 Nov 09, 2020	SELL	$61.1 - $65.92 $15,275 - $16,480	-250 Reduced 3.68%	6,538 $416,000
Q2 2020 Aug 14, 2020	SELL	$50.9 - $64.65 $70,242 - $89,217	-1,380 Reduced 16.9%	6,788 $413,000
Q1 2020 Apr 23, 2020	BUY	$46.5 - $70.38 $54,451 - $82,414	1,171 Added 16.74%	8,168 $437,000
Q4 2019 Jan 28, 2020	BUY	$63.25 - $69.66 $63,313 - $69,729	1,001 Added 16.69%	6,997 $486,000
Q2 2019 Jul 12, 2019	SELL	$63.4 - $66.99 $145,249 - $153,474	-2,291 Reduced 27.65%	5,996 $394,000
Q1 2019 May 01, 2019	SELL	$58.13 - $65.61 $4,010 - $4,527	-69 Reduced 0.83%	8,287 $537,000
Q4 2018 Jan 17, 2019	SELL	$56.89 - $68.07 $34,190 - $40,910	-601 Reduced 6.71%	8,356 $491,000
Q3 2018 Oct 04, 2018	BUY	$65.43 - $68.98 $149,769 - $157,895	2,289 Added 34.33%	8,957 $609,000
Q2 2018 Jul 19, 2018	SELL	$66.35 - $71.9 $132 - $143	-2 Reduced 0.03%	6,668 $447,000
Q1 2018 Apr 13, 2018	SELL	$67.94 - $75.25 $53,536 - $59,297	-788 Reduced 10.57%	6,670 $465,000
Q4 2017 Jan 31, 2018	BUY	$68.42 - $70.8 $64,314 - $66,552	940 Added 14.42%	7,458 $524,000
Q3 2017 Nov 08, 2017	SELL	$66.39 - $68.48 $265 - $273	-4 Reduced 0.06%	6,518 $446,000
Q2 2017 Aug 10, 2017	BUY	N/A	6,522	6,522 $425,000

Others Institutions Holding EFA

# of Institutions

2,207

Shares Held

588M

Call Options Held

70.5M

Put Options Held

87M

View Full List

About ISHARES TR MSCI EAFE ETF

Ticker EFA
Sector ETFs
Industry ETFs

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Wealth Architects, LLC Ishares Tr Msci Eafe ETF Transaction History