Circle Wealth Management, LLC Ishares Tr Msci Eafe ETF Transaction History

Circle Wealth Management, LLC

  • $5.12 Billion
  • Q3 2025

A detailed history of Circle Wealth Management, LLC transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Circle Wealth Management, LLC holds 3,493 shares of EFA stock, worth $332,743. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,493
Holding current value
$332,743
% of portfolio
0.01%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
BUY
$87.29 - $93.61 $304,903 - $326,979
3,493 New
3,493 $326,000
Q1 2020

May 15, 2020
SELL
$46.5 - $70.38 $2.92 Million - $4.41 Million
-62,729 Closed
0 $0
Q3 2019

Nov 15, 2019
SELL
$61.3 - $66.68 $2.21 Million - $2.4 Million
-36,000 Reduced 36.46%
62,729 $4.09 Million
Q2 2019

Aug 14, 2019
BUY
$63.4 - $66.99 $128,638 - $135,922
2,029 Added 2.1%
98,729 $6.49 Million
Q1 2019

May 15, 2019
SELL
$58.13 - $65.61 $2.43 Million - $2.74 Million
-41,797 Reduced 30.18%
96,700 $6.27 Million
Q4 2018

Feb 14, 2019
SELL
$56.89 - $68.07 $1.98 Million - $2.37 Million
-34,750 Reduced 20.06%
138,497 $8.14 Million
Q3 2018

Nov 14, 2018
BUY
$65.43 - $68.98 $21,788 - $22,970
333 Added 0.19%
173,247 $11.8 Million
Q2 2018

Aug 15, 2018
BUY
$66.35 - $71.9 $209,931 - $227,491
3,164 Added 1.86%
172,914 $11.6 Million
Q4 2017

Feb 14, 2018
BUY
$68.42 - $70.8 $208,202 - $215,444
3,043 Added 1.83%
169,750 $11.9 Million
Q3 2017

Nov 14, 2017
BUY
$66.39 - $68.48 $11.1 Million - $11.4 Million
166,707
166,707 $11.4 Million

Others Institutions Holding EFA

# of Institutions
2,423
Shares Held
609M
Call Options Held
65M
Put Options Held
82.4M
View Full List

About ISHARES TR MSCI EAFE ETF

EFA Quotes by TradingView
  • Ticker EFA
  • Sector ETFs
  • Industry ETFs
More about EFA
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