Sterling Group Wealth Management, LLC Ishares Tr Msci Eafe ETF Transaction History

Sterling Group Wealth Management, LLC

$188 Million
Q3 2024

A detailed history of Sterling Group Wealth Management, LLC transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Sterling Group Wealth Management, LLC holds 130,522 shares of EFA stock, worth $9.9 Million. This represents 5.8% of its overall portfolio holdings.

Number of Shares

130,522

Previous 125,153 4.29%

Holding current value

$9.9 Million

Previous $9.8 Million 11.34%

% of portfolio

5.8%

Previous 5.64%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 07, 2024	BUY	$75.32 - $84.37 $404,393 - $452,982	5,369 Added 4.29%	130,522 $10.9 Million
Q2 2024 Jul 15, 2024	BUY	$76.09 - $82.16 $9.52 Million - $10.3 Million	125,153 New	125,153 $9.8 Million
Q4 2023 Jan 12, 2024	BUY	$65.84 - $75.47 $380,621 - $436,292	5,781 Added 25.0%	28,909 $2.18 Billion
Q3 2023 Oct 11, 2023	BUY	$68.56 - $74.46 $60,469 - $65,673	882 Added 3.96%	23,128 $1.59 Billion
Q2 2023 Jul 06, 2023	BUY	$70.67 - $73.9 $263,669 - $275,720	3,731 Added 20.15%	22,246 $1.61 Billion
Q1 2023 Apr 21, 2023	BUY	$66.22 - $72.19 $15,694 - $17,109	237 Added 1.3%	18,515 $1.32 Billion
Q4 2022 Feb 17, 2023	BUY	$55.71 - $67.79 $1.02 Million - $1.24 Million	18,278 New	18,278 $1.2 Billion

Others Institutions Holding EFA

# of Institutions

2,119

Shares Held

573M

Call Options Held

74.2M

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 Sterling Group Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sterling Group Wealth Management, LLC with notifications on news.

Account

Sterling Group Wealth Management, LLC Ishares Tr Msci Eafe ETF Transaction History