Discipline Wealth Solutions, LLC Ishares Tr Msci Eafe ETF Transaction History

Discipline Wealth Solutions, LLC

  • $246 Million
  • Q2 2025

A detailed history of Discipline Wealth Solutions, LLC transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Discipline Wealth Solutions, LLC holds 7,560 shares of EFA stock, worth $668,833. This represents 0.27% of its overall portfolio holdings.

Number of Shares
7,560
Previous 3,612 109.3%
Holding current value
$668,833
Previous $295,000 128.81%
% of portfolio
0.27%
Previous 0.15%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 07, 2025
BUY
$72.96 - $90.39 $288,046 - $356,859
3,948 Added 109.3%
7,560 $675,000
Q1 2025

Apr 29, 2025
SELL
$74.85 - $84.89 $8,982 - $10,186
-120 Reduced 3.22%
3,612 $295,000
Q4 2024

Feb 26, 2025
SELL
$75.1 - $82.99 $18,099 - $20,000
-241 Reduced 6.07%
3,732 $282,000
Q3 2024

Nov 19, 2024
BUY
$75.32 - $84.37 $82,174 - $92,047
1,091 Added 37.86%
3,973 $332,000
Q2 2024

Aug 07, 2024
BUY
$76.09 - $82.16 $219,291 - $236,785
2,882 New
2,882 $225,000

Others Institutions Holding EFA

# of Institutions
2,319
Shares Held
579M
Call Options Held
57.6M
Put Options Held
76.4M
View Full List

About ISHARES TR MSCI EAFE ETF

EFA Quotes by TradingView
  • Ticker EFA
  • Sector ETFs
  • Industry ETFs
More about EFA
Track This Portfolio

Track Discipline Wealth Solutions, LLC Portfolio

Follow Discipline Wealth Solutions, LLC 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 Discipline Wealth Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Discipline Wealth Solutions, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email