Phillips Financial Management, LLC Ishares Tr Msci Eafe ETF Transaction History

Phillips Financial Management, LLC

  • $1.45 Billion
  • Q3 2025

A detailed history of Phillips Financial Management, LLC transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Phillips Financial Management, LLC holds 73,764 shares of EFA stock, worth $7.03 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares
73,764
Previous 60,356 22.21%
Holding current value
$7.03 Million
Previous $5.4 Million 27.66%
% of portfolio
0.48%
Previous 0.41%

Shares

34 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025
BUY
$87.29 - $93.61 $1.17 Million - $1.26 Million
13,408 Added 22.21%
73,764 $6.89 Million
Q2 2025

Jul 30, 2025
SELL
$72.96 - $90.39 $140,739 - $174,362
-1,929 Reduced 3.1%
60,356 $5.4 Million
Q1 2025

Apr 30, 2025
SELL
$74.85 - $84.89 $94,984 - $107,725
-1,269 Reduced 2.0%
62,285 $5.09 Million
Q4 2024

Feb 10, 2025
SELL
$75.1 - $82.99 $694,975 - $767,989
-9,254 Reduced 12.71%
63,554 $4.81 Million
Q3 2024

Nov 07, 2024
SELL
$75.32 - $84.37 $417,046 - $467,156
-5,537 Reduced 7.07%
72,808 $6.09 Million
Q2 2024

Aug 08, 2024
SELL
$76.09 - $82.16 $56,002 - $60,469
-736 Reduced 0.93%
78,345 $6.14 Million
Q1 2024

Apr 23, 2024
SELL
$73.11 - $80.04 $433,396 - $474,477
-5,928 Reduced 6.97%
79,081 $6.32 Million
Q4 2023

Jan 25, 2024
SELL
$65.84 - $75.47 $251,772 - $288,597
-3,824 Reduced 4.3%
85,009 $6.41 Million
Q3 2023

Nov 09, 2023
SELL
$68.56 - $74.46 $36,405 - $39,538
-531 Reduced 0.59%
88,833 $6.12 Million
Q2 2023

Aug 11, 2023
SELL
$70.67 - $73.9 $436,528 - $456,480
-6,177 Reduced 6.47%
89,364 $6.48 Million
Q1 2023

May 08, 2023
SELL
$66.22 - $72.19 $93,966 - $102,437
-1,419 Reduced 1.46%
95,541 $6.83 Million
Q4 2022

Jan 24, 2023
BUY
$55.71 - $67.79 $15,598 - $18,981
280 Added 0.29%
96,960 $0
Q3 2022

Nov 08, 2022
SELL
$55.54 - $66.76 $162,843 - $195,740
-2,932 Reduced 2.94%
96,680 $5.42 Million
Q2 2022

Jul 22, 2022
SELL
$61.48 - $74.59 $8,299 - $10,069
-135 Reduced 0.14%
99,612 $6.23 Million
Q1 2022

May 06, 2022
BUY
$66.84 - $79.66 $222,443 - $265,108
3,328 Added 3.45%
99,747 $7.35 Million
Q4 2021

Feb 07, 2022
SELL
$76.4 - $81.83 $50,194 - $53,762
-657 Reduced 0.68%
96,419 $7.59 Million
Q3 2021

Nov 09, 2021
SELL
$76.9 - $82.13 $11,919 - $12,730
-155 Reduced 0.16%
97,076 $7.57 Million
Q2 2021

Aug 10, 2021
SELL
$76.86 - $81.95 $39,967 - $42,614
-520 Reduced 0.53%
97,231 $7.67 Million
Q1 2021

May 17, 2021
SELL
$72.39 - $76.92 $201,750 - $214,376
-2,787 Reduced 2.77%
97,751 $7.42 Million
Q4 2020

Feb 16, 2021
SELL
$61.39 - $73.52 $155,255 - $185,932
-2,529 Reduced 2.45%
100,538 $7.34 Million
Q3 2020

Nov 06, 2020
SELL
$61.1 - $65.92 $308,432 - $332,764
-5,048 Reduced 4.67%
103,067 $6.56 Million
Q2 2020

Aug 07, 2020
SELL
$50.9 - $64.65 $294,558 - $374,129
-5,787 Reduced 5.08%
108,115 $6.58 Million
Q1 2020

May 15, 2020
SELL
$46.5 - $70.38 $936,742 - $1.42 Million
-20,145 Reduced 15.03%
113,902 $5.82 Million
Q4 2019

Feb 19, 2020
SELL
$63.25 - $69.66 $51,928 - $57,190
-821 Reduced 0.61%
134,047 $9.31 Million
Q3 2019

Nov 12, 2019
SELL
$61.3 - $66.68 $167,287 - $181,969
-2,729 Reduced 1.98%
134,868 $8.8 Million
Q2 2019

Aug 06, 2019
SELL
$63.4 - $66.99 $28,973 - $30,614
-457 Reduced 0.33%
137,597 $9.09 Million
Q1 2019

May 07, 2019
SELL
$58.13 - $65.61 $118,062 - $133,253
-2,031 Reduced 1.45%
138,054 $9.07 Million
Q4 2018

Feb 04, 2019
SELL
$56.89 - $68.07 $161,169 - $192,842
-2,833 Reduced 1.98%
140,085 $8.23 Million
Q3 2018

Nov 14, 2018
SELL
$65.43 - $68.98 $1.08 Million - $1.14 Million
-16,516 Reduced 10.36%
142,918 $9.73 Million
Q2 2018

Aug 09, 2018
SELL
$66.35 - $71.9 $238,859 - $258,840
-3,600 Reduced 2.21%
159,434 $10.6 Million
Q1 2018

May 11, 2018
SELL
$67.94 - $75.25 $718,261 - $795,543
-10,572 Reduced 6.09%
163,034 $11.3 Million
Q4 2017

Feb 01, 2018
SELL
$68.42 - $70.8 $1.39 Million - $1.44 Million
-20,366 Reduced 10.5%
173,606 $12.6 Million
Q3 2017

Nov 14, 2017
SELL
$66.39 - $68.48 $955,750 - $985,838
-14,396 Reduced 6.91%
193,972 $13.3 Million
Q2 2017

Aug 11, 2017
BUY
N/A
208,368
208,368 $13.8 Million

Others Institutions Holding EFA

# of Institutions
2,419
Shares Held
608M
Call Options Held
65M
Put Options Held
82.4M
View Full List

About ISHARES TR MSCI EAFE ETF

EFA Quotes by TradingView
  • Ticker EFA
  • Sector ETFs
  • Industry ETFs
More about EFA
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