Pacific Capital Wealth Advisors, Inc Ishares Tr Msci Eafe ETF Transaction History

Pacific Capital Wealth Advisors, Inc

  • $598 Million
  • Q4 2024

A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 5,423 shares of EFA stock, worth $431,941. This represents 0.07% of its overall portfolio holdings.

Number of Shares
5,423
Previous 1,627 233.31%
Holding current value
$431,941
Previous $136,000 201.47%
% of portfolio
0.07%
Previous 0.02%

Shares

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

Jan 22, 2025
BUY
$75.1 - $82.99 $285,079 - $315,030
3,796 Added 233.31%
5,423 $410,000
Q3 2024

Oct 15, 2024
SELL
$75.32 - $84.37 $38,865 - $43,534
-516 Reduced 24.08%
1,627 $136,000
Q2 2024

Aug 06, 2024
BUY
$76.09 - $82.16 $2,663 - $2,875
35 Added 1.66%
2,143 $167,000
Q4 2023

Feb 06, 2024
BUY
$65.84 - $75.47 $138,790 - $159,090
2,108 New
2,108 $158,000
Q1 2023

May 05, 2023
SELL
$66.22 - $72.19 $2,913 - $3,176
-44 Reduced 1.44%
3,013 $215,000
Q4 2022

Feb 14, 2023
BUY
$55.71 - $67.79 $170,305 - $207,234
3,057 New
3,057 $200,000
Q2 2021

Aug 13, 2021
SELL
$76.86 - $81.95 $11,605 - $12,374
-151 Reduced 4.34%
3,332 $263,000
Q1 2021

May 17, 2021
BUY
$72.39 - $76.92 $24,250 - $25,768
335 Added 10.64%
3,483 $264,000
Q3 2020

Nov 16, 2020
BUY
$61.1 - $65.92 $192,342 - $207,516
3,148 New
3,148 $200,000
Q1 2020

May 19, 2020
SELL
$46.5 - $70.38 $140,616 - $212,829
-3,024 Closed
0 $0
Q4 2019

Feb 14, 2020
BUY
$63.25 - $69.66 $191,268 - $210,651
3,024 New
3,024 $210,000

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 Pacific Capital Wealth Advisors, Inc Portfolio

Follow Pacific Capital Wealth Advisors, Inc 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 Pacific Capital Wealth Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Pacific Capital Wealth Advisors, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email