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

West Financial Advisors, LLC

$518 Million
Q4 2024

A detailed history of West Financial Advisors, LLC transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, West Financial Advisors, LLC holds 870 shares of EFA stock, worth $73,428. This represents 0.01% of its overall portfolio holdings.

Number of Shares

870

Previous 361 141.0%

Holding current value

$73,428

Previous $30,000 116.67%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$75.1 - $82.99 $38,225 - $42,241	509 Added 141.0%	870 $65,000
Q3 2024 Oct 08, 2024	SELL	$75.32 - $84.37 $9,113 - $10,208	-121 Reduced 25.1%	361 $30,000
Q2 2024 Jul 15, 2024	SELL	$76.09 - $82.16 $6,543 - $7,065	-86 Reduced 15.14%	482 $37,000
Q1 2024 Apr 11, 2024	SELL	$73.11 - $80.04 $5,921 - $6,483	-81 Reduced 12.48%	568 $45,000
Q4 2023 Jan 11, 2024	SELL	$65.84 - $75.47 $2,370 - $2,716	-36 Reduced 5.26%	649 $48,000
Q4 2022 Jan 10, 2023	SELL	$55.71 - $67.79 $211,698 - $257,602	-3,800 Reduced 84.73%	685 $0
Q4 2020 Feb 22, 2021	SELL	$61.39 - $73.52 $54,330 - $65,065	-885 Reduced 16.48%	4,485 $327,000
Q4 2020 Feb 02, 2021	BUY	$61.39 - $73.52 $329,664 - $394,802	5,370 New	5,370 $327 Million

Others Institutions Holding EFA

# of Institutions

2,214

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