Cyndeo Wealth Partners, LLC Ishares Tr Msci Eafe ETF Transaction History

Cyndeo Wealth Partners, LLC

$1.74 Billion
Q4 2025

A detailed history of Cyndeo Wealth Partners, LLC transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 12,864 shares of EFA stock, worth $1.23 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

12,864

Previous 11,384 13.0%

Holding current value

$1.23 Million

Previous $1.06 Million 15.35%

% of portfolio

0.07%

Previous 0.06%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 07, 2026	BUY	$92.24 - $96.56 $136,515 - $142,908	1,480 Added 13.0%	12,864 $1.23 Million
Q3 2025 Oct 10, 2025	BUY	$87.29 - $93.61 $15,188 - $16,288	174 Added 1.55%	11,384 $1.06 Million
Q2 2025 Jul 24, 2025	SELL	$72.96 - $90.39 $8,536 - $10,575	-117 Reduced 1.03%	11,210 $1 Million
Q1 2025 Apr 17, 2025	SELL	$74.85 - $84.89 $21,856 - $24,787	-292 Reduced 2.51%	11,327 $925,000
Q4 2024 Jan 21, 2025	SELL	$75.1 - $82.99 $16,071 - $17,759	-214 Reduced 1.81%	11,619 $878,000

Q3 2024 Oct 18, 2024	BUY	$75.32 - $84.37 $15,214 - $17,042	202 Added 1.74%	11,833 $989,000
Q2 2024 Jul 30, 2024	SELL	$76.09 - $82.16 $13,315 - $14,378	-175 Reduced 1.48%	11,631 $911,000
Q1 2024 Apr 16, 2024	SELL	$73.11 - $80.04 $4,313 - $4,722	-59 Reduced 0.5%	11,806 $942,000
Q4 2023 Jan 12, 2024	SELL	$65.84 - $75.47 $52,672 - $60,376	-800 Reduced 6.32%	11,865 $894,000
Q3 2023 Oct 10, 2023	SELL	$68.56 - $74.46 $129,989 - $141,176	-1,896 Reduced 13.02%	12,665 $872,000
Q2 2023 Jul 27, 2023	SELL	$70.67 - $73.9 $9,399 - $9,828	-133 Reduced 0.91%	14,561 $1.06 Million
Q1 2023 Apr 21, 2023	BUY	$66.22 - $72.19 $11,588 - $12,633	175 Added 1.21%	14,694 $1.05 Million
Q4 2022 Jan 25, 2023	BUY	$55.71 - $67.79 $808,853 - $984,243	14,519 New	14,519 $0

Others Institutions Holding EFA

# of Institutions

2,437

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

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Cyndeo Wealth Partners, LLC Ishares Tr Msci Eafe ETF Transaction History