A detailed history of Enzi Wealth transactions in Ishares Tr stock. As of the latest transaction made, Enzi Wealth holds 7,600 shares of IEFA stock, worth $584,288. This represents 0.25% of its overall portfolio holdings.

Number of Shares
7,600
Previous 7,670 0.91%
Holding current value
$584,288
Previous $569,000 2.99%
% of portfolio
0.25%
Previous 0.26%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 22, 2024

SELL
$70.77 - $76.19 $4,953 - $5,333
-70 Reduced 0.91%
7,600 $552,000
Q4 2023

Feb 14, 2024

SELL
$61.3 - $70.47 $119,657 - $137,557
-1,952 Reduced 20.29%
7,670 $539,000
Q3 2023

Oct 16, 2023

SELL
$64.04 - $69.58 $252,445 - $274,284
-3,942 Reduced 29.06%
9,622 $619,000
Q2 2023

Jul 14, 2023

SELL
$66.03 - $69.1 $378,351 - $395,942
-5,730 Reduced 29.7%
13,564 $915,000
Q1 2023

Apr 18, 2023

SELL
$62.17 - $67.7 $611,752 - $666,168
-9,840 Reduced 33.77%
19,294 $1.29 Million
Q4 2022

Jan 25, 2023

SELL
$52.35 - $63.65 $213,954 - $260,137
-4,087 Reduced 12.3%
29,134 $0
Q3 2022

Nov 14, 2022

BUY
$52.32 - $63.1 $1.74 Million - $2.1 Million
33,221 New
33,221 $2.05 Million

Others Institutions Holding IEFA

About ISHARES TR


  • Ticker IEFA
  • Sector ETFs
  • Industry ETFs
More about IEFA
Track This Portfolio

Track Enzi Wealth Portfolio

Follow Enzi Wealth and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Enzi Wealth with notifications on news.