Sugarloaf Wealth Management, LLC Ishares Tr Msci Eafe ETF Transaction History

Sugarloaf Wealth Management, LLC

$480 Million
Q4 2024

A detailed history of Sugarloaf Wealth Management, LLC transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 2,693 shares of EFA stock, worth $256,535. This represents 0.04% of its overall portfolio holdings.

Number of Shares

2,693

Previous 2,672 0.79%

Holding current value

$256,535

Previous $223,000 8.97%

% of portfolio

0.04%

Previous 0.05%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 10, 2025	BUY	$75.1 - $82.99 $1,577 - $1,742	21 Added 0.79%	2,693 $203,000
Q3 2024 Oct 08, 2024	SELL	$75.32 - $84.37 $32,161 - $36,025	-427 Reduced 13.78%	2,672 $223,000
Q2 2024 Jul 08, 2024	BUY	$76.09 - $82.16 $2,739 - $2,957	36 Added 1.18%	3,099 $242,000
Q4 2023 Jan 10, 2024	BUY	$65.84 - $75.47 $1,909 - $2,188	29 Added 0.96%	3,063 $230,000
Q3 2023 Nov 13, 2023	BUY	$68.56 - $74.46 $1,096 - $1,191	16 Added 0.53%	3,034 $209,000

Q2 2023 Jul 13, 2023	BUY	$70.67 - $73.9 $2,968 - $3,103	42 Added 1.41%	3,018 $218,000
Q1 2023 Apr 26, 2023	SELL	$66.22 - $72.19 $11,058 - $12,055	-167 Reduced 5.31%	2,976 $212,000
Q4 2022 Feb 03, 2023	SELL	$55.71 - $67.79 $1,337 - $1,626	-24 Reduced 0.76%	3,143 $206,000
Q3 2022 Oct 11, 2022	SELL	$55.54 - $66.76 $8,108 - $9,746	-146 Reduced 4.41%	3,167 $178,000
Q2 2022 Jul 12, 2022	BUY	$61.48 - $74.59 $3,504 - $4,251	57 Added 1.75%	3,313 $207,000
Q1 2022 Apr 25, 2022	BUY	$66.84 - $79.66 $334 - $398	5 Added 0.15%	3,256 $240,000
Q4 2021 Jan 20, 2022	BUY	$76.4 - $81.83 $4,354 - $4,664	57 Added 1.78%	3,251 $256,000
Q2 2021 Jul 20, 2021	BUY	$76.86 - $81.95 $165,018 - $175,946	2,147 Added 205.06%	3,194 $252,000
Q1 2021 Apr 19, 2021	SELL	$72.39 - $76.92 $164,832 - $175,146	-2,277 Reduced 68.5%	1,047 $252,000
Q4 2020 Feb 03, 2021	BUY	$61.39 - $73.52 $1,289 - $1,543	21 Added 0.64%	3,324 $243,000
Q3 2020 Nov 03, 2020	SELL	$61.1 - $65.92 $37,637 - $40,606	-616 Reduced 15.72%	3,303 $210,000
Q2 2020 Jul 21, 2020	SELL	$50.9 - $64.65 $9,518 - $12,089	-187 Reduced 4.55%	3,919 $239,000
Q4 2019 Jan 29, 2020	BUY	$63.25 - $69.66 $259,704 - $286,023	4,106 New	4,106 $285,000

Others Institutions Holding EFA

# of Institutions

2,437

Shares Held

610M

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sugarloaf Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sugarloaf Wealth Management, LLC with notifications on news.

Account

Sugarloaf Wealth Management, LLC Ishares Tr Msci Eafe ETF Transaction History