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

Octavia Wealth Advisors, LLC

$990 Million
Q3 2025

A detailed history of Octavia Wealth Advisors, LLC transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 4,107 shares of EFA stock, worth $391,232. This represents 0.04% of its overall portfolio holdings.

Number of Shares

4,107

Previous 3,001 36.85%

Holding current value

$391,232

Previous $268,000 42.91%

% of portfolio

0.04%

Previous 0.03%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	BUY	$87.29 - $93.61 $96,542 - $103,532	1,106 Added 36.85%	4,107 $383,000
Q2 2025 Jul 15, 2025	SELL	$72.96 - $90.39 $7,441 - $9,219	-102 Reduced 3.29%	3,001 $268,000
Q1 2025 Apr 14, 2025	SELL	$74.85 - $84.89 $2,769 - $3,140	-37 Reduced 1.18%	3,103 $255,000
Q4 2024 Jan 17, 2025	SELL	$75.1 - $82.99 $5,257 - $5,809	-70 Reduced 2.18%	3,140 $237,000
Q3 2024 Oct 10, 2024	BUY	$75.32 - $84.37 $451 - $506	6 Added 0.19%	3,210 $268,000

Q2 2024 Aug 01, 2024	BUY	$76.09 - $82.16 $38,045 - $41,080	500 Added 18.49%	3,204 $250,000
Q1 2024 Apr 15, 2024	BUY	$73.11 - $80.04 $197,689 - $216,428	2,704 New	2,704 $215,000
Q1 2021 May 10, 2021	SELL	$72.39 - $76.92 $201,027 - $213,606	-2,777 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$61.39 - $73.52 $170,480 - $204,165	2,777 New	2,777 $203,000

Others Institutions Holding EFA

# of Institutions

2,423

Shares Held

609M

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