A detailed history of Balanced Wealth Group LLC transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Balanced Wealth Group LLC holds 7,784 shares of EFA stock, worth $624,432. This represents 0.29% of its overall portfolio holdings.

Number of Shares
7,784
Previous 7,660 1.62%
Holding current value
$624,432
Previous $601 Million 8.3%
% of portfolio
0.29%
Previous 0.27%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024

BUY
$75.32 - $84.37 $9,339 - $10,461
124 Added 1.62%
7,784 $651 Million
Q2 2024

Aug 13, 2024

BUY
$76.09 - $82.16 $10,272 - $11,091
135 Added 1.79%
7,660 $601 Million
Q1 2024

May 13, 2024

BUY
$73.11 - $80.04 $347,126 - $380,029
4,748 Added 170.98%
7,525 $603 Million
Q4 2023

Feb 06, 2024

BUY
$65.84 - $75.47 $182,837 - $209,580
2,777 New
2,777 $209 Million

Others Institutions Holding EFA

About ISHARES TR MSCI EAFE ETF


  • Ticker EFA
  • Sector ETFs
  • Industry ETFs
More about EFA
Track This Portfolio

Track Balanced Wealth Group LLC Portfolio

Follow Balanced Wealth Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Balanced Wealth Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Balanced Wealth Group LLC with notifications on news.