Concord Wealth Partners Ishares Tr Msci Eafe ETF Transaction History

Concord Wealth Partners

  • $603 Million
  • Q4 2024

A detailed history of Concord Wealth Partners transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Concord Wealth Partners holds 4,004 shares of EFA stock, worth $318,918. This represents 0.05% of its overall portfolio holdings.

Number of Shares
4,004
Previous 4,007 0.07%
Holding current value
$318,918
Previous $335,000 9.85%
% of portfolio
0.05%
Previous 0.06%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
SELL
$75.1 - $82.99 $225 - $248
-3 Reduced 0.07%
4,004 $302,000
Q2 2024

Jul 31, 2024
SELL
$76.09 - $82.16 $6,315 - $6,819
-83 Reduced 2.03%
4,007 $313,000
Q1 2024

Apr 30, 2024
SELL
$73.11 - $80.04 $1,462 - $1,600
-20 Reduced 0.49%
4,090 $326,000
Q4 2023

Apr 30, 2024
BUY
$65.84 - $75.47 $1,514 - $1,735
23 Added 0.56%
4,110 $309,000
Q4 2023

Feb 05, 2024
BUY
$65.84 - $75.47 $1,514 - $1,735
23 Added 0.56%
4,110 $309,000
Q3 2023

Apr 30, 2024
SELL
$68.56 - $74.46 $1,576 - $1,712
-23 Reduced 0.56%
4,087 $281,000
Q3 2023

Oct 25, 2023
SELL
$68.56 - $74.46 $2,056 - $2,233
-30 Reduced 0.73%
4,087 $281,000
Q2 2023

Aug 07, 2023
BUY
$70.67 - $73.9 $5,229 - $5,468
74 Added 1.83%
4,117 $298,000
Q1 2023

Apr 26, 2023
SELL
$66.22 - $72.19 $19,932 - $21,729
-301 Reduced 6.93%
4,043 $289,000
Q4 2022

Jan 27, 2023
SELL
$55.71 - $67.79 $16,267 - $19,794
-292 Reduced 6.3%
4,344 $285,000
Q3 2022

Nov 10, 2022
BUY
$55.54 - $66.76 $29,214 - $35,115
526 Added 12.8%
4,636 $260,000
Q2 2022

Aug 04, 2022
BUY
$61.48 - $74.59 $8,115 - $9,845
132 Added 3.32%
4,110 $257,000
Q1 2022

Apr 20, 2022
SELL
$66.84 - $79.66 $10,360 - $12,347
-155 Reduced 3.75%
3,978 $293,000
Q4 2021

Jan 21, 2022
BUY
$76.4 - $81.83 $315,761 - $338,203
4,133 New
4,133 $325,000

Others Institutions Holding EFA

# of Institutions
2,165
Shares Held
579M
Call Options Held
76M
Put Options Held
106M
View Full List

About ISHARES TR MSCI EAFE ETF

EFA Quotes by TradingView
  • Ticker EFA
  • Sector ETFs
  • Industry ETFs
More about EFA
Track This Portfolio

Track Concord Wealth Partners Portfolio

Follow Concord Wealth Partners 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 Concord Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Concord Wealth Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email