Baker Tilly Wealth Management, LLC Ishares Tr Msci Eafe ETF Transaction History

Baker Tilly Wealth Management, LLC

$377 Million
Q4 2025

A detailed history of Baker Tilly Wealth Management, LLC transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Baker Tilly Wealth Management, LLC holds 5,766 shares of EFA stock, worth $549,269. This represents 0.15% of its overall portfolio holdings.

Number of Shares

5,766

Previous 5,401 6.76%

Holding current value

$549,269

Previous $504,000 8.93%

% of portfolio

0.15%

Previous 0.12%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 08, 2026	BUY	$92.24 - $96.56 $33,667 - $35,244	365 Added 6.76%	5,766 $549,000
Q2 2025 Jul 10, 2025	BUY	$72.96 - $90.39 $3,064 - $3,796	42 Added 0.78%	5,401 $482,000
Q1 2025 Apr 09, 2025	SELL	$74.85 - $84.89 $137,499 - $155,942	-1,837 Reduced 25.53%	5,359 $441,000
Q4 2024 Jan 10, 2025	BUY	$75.1 - $82.99 $540,419 - $597,196	7,196 New	7,196 $544,000
Q2 2024 Jul 18, 2024	SELL	$76.09 - $82.16 $195,931 - $211,562	-2,575 Reduced 49.56%	2,621 $205,000

Q1 2024 May 09, 2024	SELL	$73.11 - $80.04 $5,921 - $6,483	-81 Reduced 1.53%	5,196 $414,000
Q4 2023 Jan 10, 2024	BUY	$65.84 - $75.47 $2,436 - $2,792	37 Added 0.71%	5,277 $397,000
Q3 2023 Oct 10, 2023	SELL	$68.56 - $74.46 $88,990 - $96,649	-1,298 Reduced 19.85%	5,240 $361,000
Q2 2023 Jul 20, 2023	BUY	$70.67 - $73.9 $5,229 - $5,468	74 Added 1.14%	6,538 $474,000
Q1 2023 Apr 12, 2023	BUY	$66.22 - $72.19 $143,300 - $156,219	2,164 Added 50.33%	6,464 $462,000
Q3 2022 Oct 20, 2022	SELL	$55.54 - $66.76 $4,998 - $6,008	-90 Reduced 2.05%	4,300 $241,000
Q2 2022 Jul 28, 2022	SELL	$61.48 - $74.59 $1,106 - $1,342	-18 Reduced 0.41%	4,390 $274,000
Q1 2022 Apr 27, 2022	SELL	$66.84 - $79.66 $48,325 - $57,594	-723 Reduced 14.09%	4,408 $324,000
Q4 2021 Feb 08, 2022	BUY	$76.4 - $81.83 $13,752 - $14,729	180 Added 3.64%	5,131 $404,000
Q3 2021 Nov 02, 2021	BUY	$76.9 - $82.13 $11,227 - $11,990	146 Added 3.04%	4,951 $386,000
Q2 2021 Jul 30, 2021	SELL	$76.86 - $81.95 $27,900 - $29,747	-363 Reduced 7.02%	4,805 $379,000
Q1 2021 Apr 28, 2021	SELL	$72.39 - $76.92 $77,457 - $82,304	-1,070 Reduced 17.15%	5,168 $392,000
Q4 2020 Feb 03, 2021	BUY	$61.39 - $73.52 $382,950 - $458,617	6,238 New	6,238 $455,000

Others Institutions Holding EFA

# of Institutions

2,428

Shares Held

610M

Call Options Held

65M

Put Options Held

82.4M

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 Baker Tilly Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Baker Tilly Wealth Management, LLC with notifications on news.

Account

Baker Tilly Wealth Management, LLC Ishares Tr Msci Eafe ETF Transaction History