Wealthspire Advisors, LLC Ishares Tr Msci Eafe ETF Transaction History

Wealthspire Advisors, LLC

$16.6 Billion
Q1 2025

A detailed history of Wealthspire Advisors, LLC transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 1,123,916 shares of EFA stock, worth $99.2 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares

1,123,916

Previous 560,009 100.7%

Holding current value

$99.2 Million

Previous $42.3 Million 116.94%

% of portfolio

0.55%

Previous 0.43%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	BUY	$74.85 - $84.89 $42.2 Million - $47.9 Million	563,907 Added 100.7%	1,123,916 $91.9 Million
Q4 2024 Feb 03, 2025	BUY	$75.1 - $82.99 $347,187 - $383,662	4,623 Added 0.83%	560,009 $42.3 Million
Q3 2024 Nov 13, 2024	BUY	$75.32 - $84.37 $4.33 Million - $4.84 Million	57,423 Added 11.53%	555,386 $46.4 Million
Q2 2024 Aug 08, 2024	BUY	$76.09 - $82.16 $54,023 - $58,333	710 Added 0.14%	497,963 $39 Million
Q1 2024 May 06, 2024	SELL	$73.11 - $80.04 $2.38 Million - $2.6 Million	-32,542 Reduced 6.14%	497,253 $39.7 Million
Q4 2023 Feb 06, 2024	BUY	$65.84 - $75.47 $514,934 - $590,250	7,821 Added 1.5%	529,795 $39.9 Million
Q3 2023 Nov 06, 2023	SELL	$68.56 - $74.46 $462,848 - $502,679	-6,751 Reduced 1.28%	521,974 $36 Million
Q2 2023 Jul 31, 2023	BUY	$70.67 - $73.9 $79,715 - $83,359	1,128 Added 0.21%	528,725 $38.3 Million
Q1 2023 May 09, 2023	SELL	$66.22 - $72.19 $244,219 - $266,236	-3,688 Reduced 0.69%	527,597 $37.7 Million
Q4 2022 Feb 13, 2023	SELL	$55.71 - $67.79 $1.82 Million - $2.21 Million	-32,669 Reduced 5.79%	531,285 $34.9 Million
Q3 2022 Nov 14, 2022	SELL	$55.54 - $66.76 $2.03 Million - $2.44 Million	-36,540 Reduced 6.08%	563,954 $31.6 Million
Q2 2022 Aug 09, 2022	BUY	$61.48 - $74.59 $31.8 Million - $38.6 Million	517,272 Added 621.56%	600,494 $37.5 Million
Q1 2022 May 09, 2022	SELL	$66.84 - $79.66 $2.19 Million - $2.61 Million	-32,764 Reduced 28.25%	83,222 $6.13 Million
Q4 2021 Feb 14, 2022	SELL	$76.4 - $81.83 $33.3 Million - $35.7 Million	-436,509 Reduced 79.01%	115,986 $9.13 Million
Q3 2021 Nov 15, 2021	BUY	$76.9 - $82.13 $34.4 Million - $36.7 Million	446,690 Added 422.18%	552,495 $43.1 Million
Q2 2021 Aug 13, 2021	BUY	$76.86 - $81.95 $1.57 Million - $1.67 Million	20,387 Added 23.87%	105,805 $8.35 Million
Q1 2021 May 17, 2021	BUY	$72.39 - $76.92 $423,336 - $449,828	5,848 Added 7.35%	85,418 $6.48 Million
Q4 2020 Feb 16, 2021	BUY	$61.39 - $73.52 $2.6 Million - $3.11 Million	42,314 Added 113.58%	79,570 $5.81 Million
Q3 2020 Nov 16, 2020	BUY	$61.1 - $65.92 $1.78 Million - $1.92 Million	29,059 Added 354.51%	37,256 $2.37 Million
Q2 2020 Aug 14, 2020	SELL	$50.9 - $64.65 $5.36 Million - $6.81 Million	-105,397 Reduced 92.78%	8,197 $499,000
Q1 2020 May 12, 2020	BUY	$46.5 - $70.38 $4.55 Million - $6.89 Million	97,857 Added 621.83%	113,594 $6.07 Million
Q4 2019 Feb 14, 2020	BUY	$63.25 - $69.66 $78,683 - $86,657	1,244 Added 8.58%	15,737 $1.09 Million
Q2 2019 Aug 13, 2019	SELL	$63.4 - $66.99 $50,022 - $52,855	-789 Reduced 5.16%	14,493 $953,000
Q1 2019 May 08, 2019	SELL	$58.13 - $65.61 $57,955 - $65,413	-997 Reduced 6.12%	15,282 $991,000
Q4 2018 Feb 14, 2019	BUY	$56.89 - $68.07 $926,112 - $1.11 Million	16,279 New	16,279 $957,000

Others Institutions Holding EFA

# of Institutions

2,276

Shares Held

575M

Call Options Held

57.9M

Put Options Held

76.2M

View Full List

About ISHARES TR MSCI EAFE ETF

Ticker EFA
Sector ETFs
Industry ETFs

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Wealthspire Advisors, LLC Ishares Tr Msci Eafe ETF Transaction History