Us Financial Advisors, LLC Ishares Tr Msci Eafe ETF Transaction History

Us Financial Advisors, LLC

$324 Million
Q4 2024

A detailed history of Us Financial Advisors, LLC transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Us Financial Advisors, LLC holds 218,555 shares of EFA stock, worth $18.4 Million. This represents 5.09% of its overall portfolio holdings.

Number of Shares

218,555

Previous 211,746 3.22%

Holding current value

$18.4 Million

Previous $17.7 Million 6.69%

% of portfolio

5.09%

Previous 5.54%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$75.1 - $82.99 $511,355 - $565,078	6,809 Added 3.22%	218,555 $16.5 Million
Q3 2024 Oct 31, 2024	BUY	$75.32 - $84.37 $263,921 - $295,632	3,504 Added 1.68%	211,746 $17.7 Million
Q2 2024 Aug 01, 2024	BUY	$76.09 - $82.16 $790,270 - $853,313	10,386 Added 5.25%	208,242 $16.3 Million
Q1 2024 May 13, 2024	BUY	$73.11 - $80.04 $273,723 - $299,669	3,744 Added 1.93%	197,856 $15.8 Million
Q4 2023 Feb 07, 2024	BUY	$65.84 - $75.47 $504,663 - $578,477	7,665 Added 4.11%	194,112 $14.6 Million
Q3 2023 Nov 09, 2023	BUY	$68.56 - $74.46 $579,674 - $629,559	8,455 Added 4.75%	186,447 $12.8 Million
Q2 2023 Aug 09, 2023	BUY	$70.67 - $73.9 $257,380 - $269,143	3,642 Added 2.09%	177,992 $12.9 Million
Q1 2023 May 04, 2023	BUY	$66.22 - $72.19 $407,915 - $444,690	6,160 Added 3.66%	174,350 $12.5 Million
Q4 2022 Jan 26, 2023	BUY	$55.71 - $67.79 $87,464 - $106,430	1,570 Added 0.94%	168,190 $0
Q3 2022 Oct 13, 2022	SELL	$55.54 - $66.76 $811,272 - $975,163	-14,607 Reduced 8.06%	166,620 $9.33 Million
Q2 2022 Aug 15, 2022	BUY	$61.48 - $74.59 $220,282 - $267,255	3,583 Added 2.02%	181,227 $11.3 Million
Q1 2022 May 13, 2022	SELL	$66.84 - $79.66 $1.84 Million - $2.2 Million	-27,594 Reduced 13.44%	177,644 $13.1 Million
Q4 2021 Feb 14, 2022	BUY	$76.4 - $81.83 $170,524 - $182,644	2,232 Added 1.1%	205,238 $16.1 Million
Q3 2021 Oct 26, 2021	BUY	$76.9 - $82.13 $229,315 - $244,911	2,982 Added 1.49%	203,006 $15.8 Million
Q2 2021 Aug 10, 2021	SELL	$76.86 - $81.95 $5.15 Million - $5.5 Million	-67,057 Reduced 25.11%	200,024 $15.8 Million
Q1 2021 Apr 30, 2021	SELL	$72.39 - $76.92 $21,934 - $23,306	-303 Reduced 0.11%	267,081 $20.3 Million
Q4 2020 Feb 18, 2021	BUY	$61.39 - $73.52 $16.4 Million - $19.7 Million	267,384 New	267,384 $19.5 Million

Others Institutions Holding EFA

# of Institutions

2,212

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Us Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Us Financial Advisors, LLC with notifications on news.

Account

Us Financial Advisors, LLC Ishares Tr Msci Eafe ETF Transaction History