Archetype Wealth Partners Ishares Tr Msci Eafe ETF Transaction History

Archetype Wealth Partners

$686 Million
Q4 2024

A detailed history of Archetype Wealth Partners transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Archetype Wealth Partners holds 4,152 shares of EFA stock, worth $343,578. This represents 0.05% of its overall portfolio holdings.

Number of Shares

4,152

Previous 4,152 -0.0%

Holding current value

$343,578

Previous $347,000 9.51%

% of portfolio

0.05%

Previous 0.05%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$75.32 - $84.37 $6,176 - $6,918	82 Added 2.01%	4,152 $347,000
Q2 2024 Aug 15, 2024	SELL	$76.09 - $82.16 $913 - $985	-12 Reduced 0.29%	4,070 $319,000
Q3 2023 Nov 13, 2023	SELL	$68.56 - $74.46 $48,471 - $52,643	-707 Reduced 14.76%	4,082 $281,000
Q2 2023 Aug 14, 2023	BUY	$70.67 - $73.9 $3,180 - $3,325	45 Added 0.95%	4,789 $347,000
Q1 2023 May 10, 2023	SELL	$66.22 - $72.19 $3,840 - $4,187	-58 Reduced 1.21%	4,744 $339,000
Q4 2022 Feb 14, 2023	SELL	$55.71 - $67.79 $27,186 - $33,081	-488 Reduced 9.22%	4,802 $315,000
Q3 2022 Nov 14, 2022	SELL	$55.54 - $66.76 $4,276 - $5,140	-77 Reduced 1.43%	5,290 $296,000
Q2 2022 Aug 15, 2022	SELL	$61.48 - $74.59 $1,168 - $1,417	-19 Reduced 0.35%	5,367 $335,000
Q1 2022 May 12, 2022	SELL	$66.84 - $79.66 $1.13 Million - $1.35 Million	-16,915 Reduced 75.85%	5,386 $396,000
Q4 2021 Feb 14, 2022	SELL	$76.4 - $81.83 $155,244 - $166,278	-2,032 Reduced 8.35%	22,301 $1.76 Million
Q3 2021 Nov 12, 2021	BUY	$76.9 - $82.13 $6,305 - $6,734	82 Added 0.34%	24,333 $1.9 Million
Q2 2021 Aug 13, 2021	SELL	$76.86 - $81.95 $160,022 - $170,619	-2,082 Reduced 7.91%	24,251 $1.91 Million
Q1 2021 Apr 30, 2021	SELL	$72.39 - $76.92 $133,414 - $141,763	-1,843 Reduced 6.54%	26,333 $2 Million
Q4 2020 Feb 12, 2021	SELL	$61.39 - $73.52 $154,211 - $184,682	-2,512 Reduced 8.19%	28,176 $2.06 Million
Q3 2020 Oct 15, 2020	SELL	$61.1 - $65.92 $117,495 - $126,764	-1,923 Reduced 5.9%	30,688 $1.95 Million
Q2 2020 Aug 13, 2020	SELL	$50.9 - $64.65 $1.18 Million - $1.5 Million	-23,217 Reduced 41.59%	32,611 $1.99 Million
Q1 2020 May 15, 2020	BUY	$46.5 - $70.38 $56,032 - $84,807	1,205 Added 2.21%	55,828 $2.99 Million
Q4 2019 Feb 11, 2020	SELL	$63.25 - $69.66 $156,923 - $172,826	-2,481 Reduced 4.34%	54,623 $3.79 Million
Q3 2019 Nov 15, 2019	SELL	$61.3 - $66.68 $174,827 - $190,171	-2,852 Reduced 4.76%	57,104 $3.72 Million
Q2 2019 Aug 12, 2019	SELL	$63.4 - $66.99 $198,695 - $209,946	-3,134 Reduced 4.97%	59,956 $3.94 Million
Q1 2019 May 16, 2019	SELL	$58.13 - $65.61 $986,349 - $1.11 Million	-16,968 Reduced 21.19%	63,090 $4.09 Million
Q4 2018 Feb 28, 2019	BUY	$56.89 - $68.07 $4.55 Million - $5.45 Million	80,058 New	80,058 $4.71 Million

Others Institutions Holding EFA

# of Institutions

2,216

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

More about EFA

Track This Portfolio

Portfolio Update

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

News

Stay updated on Archetype Wealth Partners with notifications on news.

Account

Archetype Wealth Partners Ishares Tr Msci Eafe ETF Transaction History