A detailed history of Heartwood Wealth Advisors LLC transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 192,399 shares of EFA stock, worth $14.6 Million. This represents 1.8% of its overall portfolio holdings.

Number of Shares
192,399
Previous 190,800 0.84%
Holding current value
$14.6 Million
Previous $14.9 Million 7.66%
% of portfolio
1.8%
Previous 1.79%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 07, 2024

BUY
$75.32 - $84.37 $120,436 - $134,907
1,599 Added 0.84%
192,399 $16.1 Million
Q2 2024

Jul 09, 2024

BUY
$76.09 - $82.16 $42,610 - $46,009
560 Added 0.29%
190,800 $14.9 Million
Q1 2024

Apr 02, 2024

SELL
$73.11 - $80.04 $3.8 Million - $4.16 Million
-51,982 Reduced 21.46%
190,240 $15.2 Million
Q4 2023

Jan 17, 2024

BUY
$65.84 - $75.47 $53,659 - $61,508
815 Added 0.34%
242,222 $18.3 Million
Q3 2023

Oct 17, 2023

BUY
$68.56 - $74.46 $23,104 - $25,093
337 Added 0.14%
241,407 $16.6 Million
Q2 2023

Jul 19, 2023

BUY
$70.67 - $73.9 $64,239 - $67,175
909 Added 0.38%
241,070 $17.5 Million
Q1 2023

Apr 14, 2023

SELL
$66.22 - $72.19 $132,903 - $144,885
-2,007 Reduced 0.83%
240,161 $17.2 Million
Q4 2022

Jan 12, 2023

BUY
$55.71 - $67.79 $1.17 Million - $1.43 Million
21,048 Added 9.52%
242,168 $0
Q3 2022

Oct 25, 2022

SELL
$55.54 - $66.76 $2.57 Million - $3.08 Million
-46,185 Reduced 17.28%
221,120 $12.4 Million
Q2 2022

Jul 25, 2022

BUY
$61.48 - $74.59 $423,351 - $513,626
6,886 Added 2.64%
267,305 $16.7 Million
Q1 2022

Apr 26, 2022

BUY
$66.84 - $79.66 $279,859 - $333,536
4,187 Added 1.63%
260,419 $19.2 Million
Q4 2021

Jan 12, 2022

BUY
$76.4 - $81.83 $290,472 - $311,117
3,802 Added 1.51%
256,232 $20.2 Million
Q3 2021

Oct 12, 2021

SELL
$76.9 - $82.13 $171,410 - $183,067
-2,229 Reduced 0.88%
252,430 $19.7 Million
Q2 2021

Jul 21, 2021

BUY
$76.86 - $81.95 $102,070 - $108,829
1,328 Added 0.52%
254,659 $20.1 Million
Q1 2021

Apr 19, 2021

BUY
$72.39 - $76.92 $14,767 - $15,691
204 Added 0.08%
253,331 $19.2 Million
Q4 2020

Jan 26, 2021

BUY
$61.39 - $73.52 $396,702 - $475,086
6,462 Added 2.62%
253,127 $18.5 Million
Q3 2020

Oct 28, 2020

BUY
$61.1 - $65.92 $33,666 - $36,321
551 Added 0.22%
246,665 $15.7 Million
Q2 2020

Aug 05, 2020

BUY
$50.9 - $64.65 $151,732 - $192,721
2,981 Added 1.23%
246,114 $15 Million
Q1 2020

May 04, 2020

SELL
$46.5 - $70.38 $328,290 - $496,882
-7,060 Reduced 2.82%
243,133 $13 Million
Q4 2019

Jan 31, 2020

BUY
$63.25 - $69.66 $15.8 Million - $17.4 Million
250,193 New
250,193 $17.4 Million

Others Institutions Holding EFA

About ISHARES TR MSCI EAFE ETF


  • Ticker EFA
  • Sector ETFs
  • Industry ETFs
More about EFA
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