Willow Creek Wealth Management Inc. Ishares Tr Msci Eafe ETF Transaction History

Willow Creek Wealth Management Inc.

$782 Million
Q4 2023

A detailed history of Willow Creek Wealth Management Inc. transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Willow Creek Wealth Management Inc. holds 4,121 shares of EFA stock, worth $319,377. This represents 0.04% of its overall portfolio holdings.

Number of Shares

4,121

Previous 4,105 0.39%

Holding current value

$319,377

Previous $282,000 9.93%

% of portfolio

0.04%

Previous 0.04%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Apr 01, 2024	BUY	$65.84 - $75.47 $1,053 - $1,207	16 Added 0.39%	4,121 $310,000
Q2 2023 Aug 28, 2023	BUY	$70.67 - $73.9 $1,554 - $1,625	22 Added 0.54%	4,105 $297,000
Q1 2023 Apr 24, 2023	SELL	$66.22 - $72.19 $14,435 - $15,737	-218 Reduced 5.07%	4,083 $292,000
Q4 2022 Mar 01, 2023	BUY	$55.71 - $67.79 $278 - $338	5 Added 0.12%	4,301 $282,000
Q2 2022 Aug 16, 2022	BUY	$61.48 - $74.59 $5,164 - $6,265	84 Added 1.99%	4,296 $268,000
Q1 2022 May 02, 2022	BUY	$66.84 - $79.66 $1,804 - $2,150	27 Added 0.65%	4,212 $310,000
Q4 2021 Mar 24, 2022	BUY	$76.4 - $81.83 $2,903 - $3,109	38 Added 0.92%	4,185 $329,000
Q2 2021 Nov 16, 2021	BUY	$76.86 - $81.95 $1,229 - $1,311	16 Added 0.39%	4,147 $327,000
Q1 2021 May 17, 2021	BUY	$72.39 - $76.92 $12,161 - $12,922	168 Added 4.24%	4,131 $313,000
Q4 2020 Feb 23, 2021	BUY	$61.39 - $73.52 $675 - $808	11 Added 0.28%	3,963 $289,000
Q3 2020 Nov 12, 2020	BUY	$61.1 - $65.92 $22,118 - $23,863	362 Added 10.08%	3,952 $252,000
Q2 2020 Aug 11, 2020	BUY	$50.9 - $64.65 $182,731 - $232,093	3,590 New	3,590 $219,000
Q1 2020 May 07, 2020	SELL	$46.5 - $70.38 $188,883 - $285,883	-4,062 Closed	0 $0
Q4 2019 Feb 03, 2020	SELL	$63.25 - $69.66 $2,466 - $2,716	-39 Reduced 0.95%	4,062 $282,000
Q3 2019 Oct 15, 2019	BUY	$61.3 - $66.68 $12,566 - $13,669	205 Added 5.26%	4,101 $267,000
Q2 2019 Jul 22, 2019	BUY	$63.4 - $66.99 $190 - $200	3 Added 0.08%	3,896 $256,000
Q1 2019 Apr 25, 2019	BUY	$58.13 - $65.61 $3,080 - $3,477	53 Added 1.38%	3,893 $252,000
Q4 2018 Jan 31, 2019	BUY	$56.89 - $68.07 $8,590 - $10,278	151 Added 4.09%	3,840 $226,000
Q3 2018 Oct 16, 2018	BUY	$65.43 - $68.98 $14,198 - $14,968	217 Added 6.25%	3,689 $251,000
Q2 2018 Jul 17, 2018	BUY	$66.35 - $71.9 $796 - $862	12 Added 0.35%	3,472 $232,000
Q1 2018 Apr 26, 2018	BUY	$67.94 - $75.25 $235,072 - $260,365	3,460 New	3,460 $241,000

Others Institutions Holding EFA

# of Institutions

2,116

Shares Held

574M

Call Options Held

74.2M

Put Options Held

110M

View Full List

About ISHARES TR MSCI EAFE ETF

Ticker EFA
Sector ETFs
Industry ETFs

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Willow Creek Wealth Management Inc. Ishares Tr Msci Eafe ETF Transaction History