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

Sax Wealth Advisors, LLC

$1.26 Billion
Q4 2024

A detailed history of Sax Wealth Advisors, LLC transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 15,079 shares of EFA stock, worth $1.26 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

15,079

Previous 11,702 28.86%

Holding current value

$1.26 Million

Previous $978,000 16.56%

% of portfolio

0.09%

Previous 0.09%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 15, 2025	BUY	$75.1 - $82.99 $253,612 - $280,257	3,377 Added 28.86%	15,079 $1.14 Million
Q3 2024 Oct 17, 2024	BUY	$75.32 - $84.37 $164,272 - $184,010	2,181 Added 22.91%	11,702 $978,000
Q2 2024 Jul 12, 2024	BUY	$76.09 - $82.16 $58,056 - $62,688	763 Added 8.71%	9,521 $745,000
Q1 2024 May 13, 2024	SELL	$73.11 - $80.04 $4,752 - $5,202	-65 Reduced 0.74%	8,758 $699,000
Q4 2023 Feb 14, 2024	BUY	$65.84 - $75.47 $38,253 - $43,848	581 Added 7.05%	8,823 $664,000
Q3 2023 Nov 07, 2023	SELL	$68.56 - $74.46 $22,967 - $24,944	-335 Reduced 3.91%	8,242 $568,000
Q2 2023 Aug 10, 2023	BUY	$70.67 - $73.9 $141 - $147	2 Added 0.02%	8,577 $621,000
Q1 2023 May 05, 2023	BUY	$66.22 - $72.19 $9,933 - $10,828	150 Added 1.78%	8,575 $613,000
Q4 2022 Feb 06, 2023	SELL	$55.71 - $67.79 $14,206 - $17,286	-255 Reduced 2.94%	8,425 $553,000
Q3 2022 Nov 08, 2022	SELL	$55.54 - $66.76 $5,165 - $6,208	-93 Reduced 1.06%	8,680 $486,000
Q2 2022 Aug 11, 2022	SELL	$61.48 - $74.59 $140,604 - $170,587	-2,287 Reduced 20.68%	8,773 $548,000
Q1 2022 Aug 11, 2022	SELL	$66.84 - $79.66 $117,638 - $140,201	-1,760 Reduced 13.73%	11,060 $814,000
Q1 2022 Apr 20, 2022	BUY	$66.84 - $79.66 $166,698 - $198,672	2,494 Added 24.15%	12,820 $944,000
Q4 2021 Feb 07, 2022	BUY	$76.4 - $81.83 $382 - $409	5 Added 0.05%	10,326 $812,000
Q2 2021 Aug 12, 2021	BUY	$76.86 - $81.95 $6,148 - $6,556	80 Added 0.78%	10,321 $814,000
Q1 2021 May 14, 2021	BUY	$72.39 - $76.92 $42,710 - $45,382	590 Added 6.11%	10,241 $777,000
Q4 2020 Feb 16, 2021	BUY	$61.39 - $73.52 $592,474 - $709,541	9,651 New	9,651 $704,000

Others Institutions Holding EFA

# of Institutions

2,218

Shares Held

588M

Call Options Held

70.5M

Put Options Held

87M

View Full List

About ISHARES TR MSCI EAFE ETF

Ticker EFA
Sector ETFs
Industry ETFs

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