Wealth Enhancement Advisory Services, LLC Ishares Tr Msci Eafe ETF Transaction History

Wealth Enhancement Advisory Services, LLC

$49 Billion
Q1 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 996,046 shares of EFA stock, worth $82.3 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

996,046

Previous 942,376 5.7%

Holding current value

$82.3 Million

Previous $71.3 Million 14.25%

% of portfolio

0.17%

Previous 0.14%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	BUY	$74.85 - $84.89 $4.02 Million - $4.56 Million	53,670 Added 5.7%	996,046 $81.4 Million
Q4 2024 Mar 17, 2025	BUY	$75.1 - $82.99 $646,010 - $713,879	8,602 Added 0.92%	942,376 $71.3 Million
Q4 2024 Jan 10, 2025	BUY	$75.1 - $82.99 $939,726 - $1.04 Million	12,513 Added 1.36%	933,774 $70.6 Million
Q3 2024 Oct 23, 2024	BUY	$75.32 - $84.37 $1.42 Million - $1.59 Million	18,844 Added 2.09%	921,261 $77 Million
Q2 2024 Jul 16, 2024	BUY	$76.09 - $82.16 $738,529 - $797,444	9,706 Added 1.09%	902,417 $70.7 Million
Q1 2024 Apr 15, 2024	BUY	$73.11 - $80.04 $497,294 - $544,432	6,802 Added 0.77%	892,711 $71.3 Million
Q4 2023 Jan 30, 2024	BUY	$65.84 - $75.47 $803,248 - $920,734	12,200 Added 1.4%	885,909 $66.8 Million
Q3 2023 Nov 13, 2023	BUY	$68.56 - $74.46 $57.8 Million - $62.7 Million	842,728 Added 2720.14%	873,709 $60.2 Million
Q2 2023 Jul 21, 2023	SELL	$70.67 - $73.9 $1.39 Million - $1.45 Million	-19,639 Reduced 38.8%	30,981 $2.25 Million
Q1 2023 Apr 25, 2023	SELL	$66.22 - $72.19 $1.58 Million - $1.72 Million	-23,856 Reduced 32.03%	50,620 $3.62 Million
Q4 2022 Feb 01, 2023	SELL	$55.71 - $67.79 $91,587 - $111,446	-1,644 Reduced 2.16%	74,476 $4.89 Million
Q3 2022 Oct 17, 2022	BUY	$55.54 - $66.76 $378,394 - $454,835	6,813 Added 9.83%	76,120 $4.33 Million
Q2 2022 Jul 18, 2022	SELL	$61.48 - $74.59 $494,606 - $600,076	-8,045 Reduced 10.4%	69,307 $4.32 Million
Q1 2022 Apr 18, 2022	SELL	$66.84 - $79.66 $1.5 Million - $1.78 Million	-22,369 Reduced 22.43%	77,352 $5.77 Million
Q4 2021 Feb 08, 2022	BUY	$76.4 - $81.83 $439,911 - $471,177	5,758 Added 6.13%	99,721 $7.57 Million
Q3 2021 Nov 03, 2021	SELL	$76.9 - $82.13 $4.85 Million - $5.18 Million	-63,058 Reduced 40.16%	93,963 $7.56 Million
Q2 2021 Aug 10, 2021	BUY	$76.86 - $81.95 $6.28 Million - $6.7 Million	81,771 Added 108.67%	157,021 $12.4 Million
Q1 2021 May 12, 2021	BUY	$72.39 - $76.92 $619,441 - $658,204	8,557 Added 12.83%	75,250 $5.81 Million
Q4 2020 Feb 10, 2021	BUY	$61.39 - $73.52 $223,152 - $267,245	3,635 Added 5.76%	66,693 $4.96 Million
Q3 2020 Nov 12, 2020	BUY	$61.1 - $65.92 $280,876 - $303,034	4,597 Added 7.86%	63,058 $4.17 Million
Q2 2020 Oct 13, 2020	BUY	$50.9 - $64.65 $999,116 - $1.27 Million	19,629 Added 50.55%	58,461 $3.75 Million
Q2 2020 Aug 10, 2020	SELL	$50.9 - $64.65 $1.83 Million - $2.32 Million	-35,907 Reduced 48.04%	38,832 $2.48 Million
Q1 2020 May 01, 2020	BUY	$46.5 - $70.38 $3.23 Million - $4.88 Million	69,382 Added 1295.17%	74,739 $4.21 Million
Q4 2019 Feb 05, 2020	BUY	$63.25 - $69.66 $108,790 - $119,815	1,720 Added 47.29%	5,357 $372,000
Q3 2019 Nov 06, 2019	BUY	$61.3 - $66.68 $222,948 - $242,515	3,637 New	3,637 $238,000

Others Institutions Holding EFA

# of Institutions

2,225

Shares Held

591M

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 Wealth Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.

Account

Wealth Enhancement Advisory Services, LLC Ishares Tr Msci Eafe ETF Transaction History