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

Mycio Wealth Partners, LLC

$417 Million
Q4 2024

A detailed history of Mycio Wealth Partners, LLC transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Mycio Wealth Partners, LLC holds 124,754 shares of EFA stock, worth $9.89 Million. This represents 2.26% of its overall portfolio holdings.

Number of Shares

124,754

Previous 120,947 3.15%

Holding current value

$9.89 Million

Previous $10.1 Million 6.74%

% of portfolio

2.26%

Previous 2.33%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$75.1 - $82.99 $285,905 - $315,942	3,807 Added 3.15%	124,754 $9.43 Million
Q2 2024 Aug 12, 2024	SELL	$76.09 - $82.16 $406,320 - $438,734	-5,340 Reduced 4.23%	120,947 $9.47 Million
Q4 2023 Jan 30, 2024	BUY	$65.84 - $75.47 $47,997 - $55,017	729 Added 0.58%	126,287 $9.52 Million
Q2 2023 Aug 04, 2023	BUY	$70.67 - $73.9 $73,779 - $77,151	1,044 Added 0.84%	125,558 $9.1 Million
Q1 2023 May 09, 2023	SELL	$66.22 - $72.19 $2.03 Million - $2.21 Million	-30,613 Reduced 19.73%	124,514 $8.91 Million
Q4 2022 Jan 25, 2023	BUY	$55.71 - $67.79 $1.67 Million - $2.04 Million	30,041 Added 24.02%	155,127 $0
Q3 2022 Nov 14, 2022	BUY	$55.54 - $66.76 $3.94 Million - $4.74 Million	71,024 Added 131.38%	125,086 $7.01 Million
Q2 2022 Aug 02, 2022	BUY	$61.48 - $74.59 $1.3 Million - $1.58 Million	21,184 Added 64.43%	54,062 $3.38 Million
Q1 2022 May 09, 2022	BUY	$66.84 - $79.66 $177,326 - $211,337	2,653 Added 8.78%	32,878 $2.42 Million
Q4 2021 Feb 08, 2022	BUY	$76.4 - $81.83 $1.4 Million - $1.5 Million	18,382 Added 155.21%	30,225 $2.38 Million
Q2 2021 Aug 09, 2021	BUY	$76.86 - $81.95 $143,574 - $153,082	1,868 Added 18.73%	11,843 $934,000
Q4 2020 Feb 09, 2021	BUY	$61.39 - $73.52 $5,954 - $7,131	97 Added 0.98%	9,975 $728,000
Q3 2020 Nov 12, 2020	SELL	$61.1 - $65.92 $32,260 - $34,805	-528 Reduced 5.07%	9,878 $629,000
Q2 2020 Aug 13, 2020	BUY	$50.9 - $64.65 $6,922 - $8,792	136 Added 1.32%	10,406 $633,000
Q1 2020 May 14, 2020	SELL	$46.5 - $70.38 $53.9 Million - $81.6 Million	-1,159,034 Reduced 99.12%	10,270 $549,000
Q4 2019 Feb 13, 2020	BUY	$63.25 - $69.66 $225,549 - $248,407	3,566 Added 0.31%	1,169,304 $81.2 Million
Q3 2019 Nov 12, 2019	SELL	$61.3 - $66.68 $17.8 Million - $19.4 Million	-290,368 Reduced 19.94%	1,165,738 $76 Million
Q2 2019 Aug 05, 2019	BUY	$63.4 - $66.99 $6.37 Million - $6.73 Million	100,514 Added 7.41%	1,456,106 $95.7 Million
Q1 2019 Apr 18, 2019	SELL	$58.13 - $65.61 $1.45 Million - $1.64 Million	-24,974 Reduced 1.81%	1,355,592 $87.9 Million
Q4 2018 Jan 22, 2019	BUY	$56.89 - $68.07 $37.8 Million - $45.2 Million	664,316 Added 92.75%	1,380,566 $81.2 Million
Q3 2018 Oct 25, 2018	BUY	$65.43 - $68.98 $2.88 Million - $3.04 Million	44,070 Added 6.56%	716,250 $48.7 Million
Q2 2018 Jul 19, 2018	BUY	$66.35 - $71.9 $3.76 Million - $4.07 Million	56,674 Added 9.21%	672,180 $45 Million
Q1 2018 Apr 27, 2018	BUY	$67.94 - $75.25 $4.51 Million - $4.99 Million	66,357 Added 12.08%	615,506 $42.9 Million
Q4 2017 Jan 31, 2018	BUY	$68.42 - $70.8 $2.89 Million - $2.99 Million	42,177 Added 8.32%	549,149 $38.6 Million
Q3 2017 Oct 19, 2017	BUY	$66.39 - $68.48 $1.24 Million - $1.28 Million	18,657 Added 3.82%	506,972 $34.7 Million
Q2 2017 Aug 10, 2017	BUY	N/A	13,338 Added 2.81%	488,315 $31.8 Million
Q2 2017 Aug 08, 2017	BUY	N/A	474,977	474,977 $29.6 Million

Others Institutions Holding EFA

# of Institutions

2,144

Shares Held

574M

Call Options Held

74.5M

Put Options Held

110M

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 Mycio Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mycio Wealth Partners, LLC with notifications on news.

Account

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