Cliftonlarsonallen Wealth Advisors, LLC Ishares Tr Msci Eafe ETF Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

$5.16 Billion
Q4 2024

A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 34,096 shares of EFA stock, worth $2.66 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

34,096

Previous 30,539 11.65%

Holding current value

$2.66 Million

Previous $2.55 Million 0.94%

% of portfolio

0.05%

Previous 0.06%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$75.1 - $82.99 $267,130 - $295,195	3,557 Added 11.65%	34,096 $2.58 Million
Q3 2024 Oct 11, 2024	SELL	$75.32 - $84.37 $317,247 - $355,366	-4,212 Reduced 12.12%	30,539 $2.55 Million
Q2 2024 Jul 11, 2024	BUY	$76.09 - $82.16 $115,124 - $124,308	1,513 Added 4.55%	34,751 $2.72 Million
Q1 2024 May 02, 2024	SELL	$73.11 - $80.04 $16,815 - $18,409	-230 Reduced 0.69%	33,238 $2.65 Million
Q4 2023 Jan 16, 2024	SELL	$65.84 - $75.47 $22,517 - $25,810	-342 Reduced 1.01%	33,468 $2.52 Million
Q3 2023 Oct 13, 2023	SELL	$68.56 - $74.46 $79,186 - $86,001	-1,155 Reduced 3.3%	33,810 $2.33 Million
Q2 2023 Jul 14, 2023	SELL	$70.67 - $73.9 $13,497 - $14,114	-191 Reduced 0.54%	34,965 $2.53 Million
Q1 2023 Apr 12, 2023	SELL	$66.22 - $72.19 $21,322 - $23,245	-322 Reduced 0.91%	35,156 $2.51 Million
Q4 2022 Jan 19, 2023	BUY	$55.71 - $67.79 $1.98 Million - $2.41 Million	35,478 New	35,478 $0
Q2 2022 Jul 08, 2022	SELL	$61.48 - $74.59 $970,031 - $1.18 Million	-15,778 Reduced 28.73%	39,149 $2.45 Million
Q1 2022 Apr 27, 2022	BUY	$66.84 - $79.66 $77,601 - $92,485	1,161 Added 2.16%	54,927 $4.04 Million
Q4 2021 Jan 26, 2022	BUY	$76.4 - $81.83 $152 - $163	2 Added 0.0%	53,766 $4.23 Million
Q3 2021 Nov 02, 2021	BUY	$76.9 - $82.13 $2.96 Million - $3.16 Million	38,472 Added 251.58%	53,764 $4.19 Million
Q3 2021 Oct 14, 2021	SELL	$76.9 - $82.13 $3.06 Million - $3.27 Million	-39,771 Reduced 72.23%	15,292 $1.19 Million
Q2 2021 Jul 21, 2021	SELL	$76.86 - $81.95 $222,663 - $237,409	-2,897 Reduced 5.0%	55,063 $4.34 Million
Q1 2021 May 24, 2021	SELL	$72.39 - $76.92 $151,295 - $160,762	-2,090 Reduced 3.48%	57,960 $4.4 Million
Q4 2020 Jan 14, 2021	BUY	$61.39 - $73.52 $120,201 - $143,952	1,958 Added 3.37%	60,050 $4.38 Million
Q3 2020 Oct 13, 2020	SELL	$61.1 - $65.92 $266,396 - $287,411	-4,360 Reduced 6.98%	58,092 $3.7 Million
Q2 2020 Jul 16, 2020	SELL	$50.9 - $64.65 $252,514 - $320,728	-4,961 Reduced 7.36%	62,452 $3.8 Million
Q4 2019 Jan 29, 2020	SELL	$63.25 - $69.66 $478,992 - $527,535	-7,573 Reduced 10.1%	67,413 $4.68 Million
Q3 2019 Oct 07, 2019	SELL	$61.3 - $66.68 $73,008 - $79,415	-1,191 Reduced 1.56%	74,986 $4.89 Million
Q2 2019 Jul 17, 2019	BUY	$63.4 - $66.99 $956,452 - $1.01 Million	15,086 Added 24.69%	76,177 $5.01 Million
Q1 2019 Apr 09, 2019	BUY	$58.13 - $65.61 $9,126 - $10,300	157 Added 0.26%	61,091 $3.96 Million
Q4 2018 Jan 22, 2019	BUY	$56.89 - $68.07 $57,174 - $68,410	1,005 Added 1.68%	60,934 $3.58 Million
Q3 2018 Nov 05, 2018	SELL	$65.43 - $68.98 $199,430 - $210,251	-3,048 Reduced 4.84%	59,929 $4.08 Million
Q2 2018 Jul 23, 2018	BUY	$66.35 - $71.9 $109,809 - $118,994	1,655 Added 2.7%	62,977 $4.22 Million
Q1 2018 Apr 26, 2018	SELL	$67.94 - $75.25 $129,153 - $143,050	-1,901 Reduced 3.01%	61,322 $4.27 Million
Q4 2017 Jan 31, 2018	SELL	$68.42 - $70.8 $703,699 - $728,178	-10,285 Reduced 13.99%	63,223 $4.45 Million
Q3 2017 Nov 06, 2017	BUY	$66.39 - $68.48 $4.88 Million - $5.03 Million	73,508	73,508 $5.03 Million

Others Institutions Holding EFA

# of Institutions

2,127

Shares Held

571M

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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Cliftonlarsonallen Wealth Advisors, LLC Ishares Tr Msci Eafe ETF Transaction History