Tandem Wealth Advisors LLC Ishares Tr Msci Eafe ETF Transaction History

Tandem Wealth Advisors LLC

$190 Million
Q4 2024

A detailed history of Tandem Wealth Advisors LLC transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Tandem Wealth Advisors LLC holds 196,850 shares of EFA stock, worth $16.2 Million. This represents 7.82% of its overall portfolio holdings.

Number of Shares

196,850

Previous 208,921 5.78%

Holding current value

$16.2 Million

Previous $17.5 Million 14.82%

% of portfolio

7.82%

Previous 8.89%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$75.1 - $82.99 $906,532 - $1 Million	-12,071 Reduced 5.78%	196,850 $14.9 Million
Q3 2024 Nov 13, 2024	SELL	$75.32 - $84.37 $3.17 Million - $3.55 Million	-42,055 Reduced 16.76%	208,921 $17.5 Million
Q2 2024 Aug 08, 2024	BUY	$76.09 - $82.16 $284,120 - $306,785	3,734 Added 1.51%	250,976 $19.7 Million
Q1 2024 May 09, 2024	BUY	$73.11 - $80.04 $86,562 - $94,767	1,184 Added 0.48%	247,242 $19.7 Million
Q4 2023 Jan 17, 2024	SELL	$65.84 - $75.47 $314,451 - $360,444	-4,776 Reduced 1.9%	246,058 $18.5 Million
Q3 2023 Oct 27, 2023	BUY	$68.56 - $74.46 $445,365 - $483,692	6,496 Added 2.66%	250,834 $17.3 Million
Q2 2023 Aug 16, 2023	BUY	$70.67 - $73.9 $212 - $221	3 Added 0.0%	244,338 $17.7 Billion
Q1 2023 Jul 07, 2023	SELL	$66.22 - $72.19 $770,271 - $839,714	-11,632 Reduced 4.54%	244,335 $17.5 Billion
Q4 2022 Feb 23, 2023	BUY	$55.71 - $67.79 $14.3 Million - $17.4 Million	255,967 New	255,967 $16.8 Billion

Others Institutions Holding EFA

# of Institutions

2,207

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

More about EFA

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Tandem Wealth Advisors LLC Ishares Tr Msci Eafe ETF Transaction History