Wealth Dimensions Group, Ltd. Ishares Tr Msci Eafe ETF Transaction History

Wealth Dimensions Group, Ltd.

$418 Million
Q1 2025

A detailed history of Wealth Dimensions Group, Ltd. transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Wealth Dimensions Group, Ltd. holds 5,548 shares of EFA stock, worth $494,215. This represents 0.11% of its overall portfolio holdings.

Number of Shares

5,548

Previous 5,548 -0.0%

Holding current value

$494,215

Previous $419,000 8.11%

% of portfolio

0.11%

Previous 0.1%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$75.1 - $82.99 $66,763 - $73,778	889 Added 19.08%	5,548 $419,000
Q3 2024 Nov 12, 2024	SELL	$75.32 - $84.37 $17,097 - $19,151	-227 Reduced 4.65%	4,659 $389,000
Q2 2024 Aug 09, 2024	BUY	$76.09 - $82.16 $76 - $82	1 Added 0.02%	4,886 $382,000
Q4 2023 Feb 09, 2024	SELL	$65.84 - $75.47 $7,242 - $8,301	-110 Reduced 2.2%	4,885 $368,000
Q3 2023 Nov 14, 2023	SELL	$68.56 - $74.46 $116,414 - $126,433	-1,698 Reduced 25.37%	4,995 $344,000
Q2 2023 Aug 14, 2023	BUY	$70.67 - $73.9 $70 - $73	1 Added 0.01%	6,693 $485,000
Q1 2023 May 09, 2023	SELL	$66.22 - $72.19 $26,156 - $28,515	-395 Reduced 5.57%	6,692 $478,000
Q4 2022 Feb 10, 2023	BUY	$55.71 - $67.79 $15,208 - $18,506	273 Added 4.01%	7,087 $465,000
Q2 2022 Aug 05, 2022	SELL	$61.48 - $74.59 $5,225 - $6,340	-85 Reduced 1.23%	6,814 $426,000
Q4 2021 Feb 04, 2022	BUY	$76.4 - $81.83 $2,444 - $2,618	32 Added 0.47%	6,899 $543,000
Q2 2021 Aug 12, 2021	BUY	$76.86 - $81.95 $76 - $81	1 Added 0.01%	6,867 $542,000
Q1 2021 May 13, 2021	BUY	$72.39 - $76.92 $179,599 - $190,838	2,481 Added 56.58%	6,866 $521,000
Q4 2020 Feb 17, 2021	BUY	$61.39 - $73.52 $269,195 - $322,385	4,385 New	4,385 $320,000

Others Institutions Holding EFA

# of Institutions

2,277

Shares Held

575M

Call Options Held

57.9M

Put Options Held

76.2M

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About ISHARES TR MSCI EAFE ETF

Ticker EFA
Sector ETFs
Industry ETFs

More about EFA

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Wealth Dimensions Group, Ltd. Ishares Tr Msci Eafe ETF Transaction History