Epg Wealth Management LLC Ishares Tr Msci Eafe ETF Transaction History

Epg Wealth Management LLC

  • $333 Billion
  • Q2 2025

A detailed history of Epg Wealth Management LLC transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Epg Wealth Management LLC holds 3,102 shares of EFA stock, worth $292,642. This represents 0.08% of its overall portfolio holdings.

Number of Shares
3,102
Previous 3,077 0.81%
Holding current value
$292,642
Previous $251 Million 10.26%
% of portfolio
0.08%
Previous 0.07%

Shares

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

Aug 05, 2025
BUY
$72.96 - $90.39 $1,823 - $2,259
25 Added 0.81%
3,102 $277 Million
Q4 2024

Feb 14, 2025
SELL
$75.1 - $82.99 $73,973 - $81,745
-985 Reduced 24.25%
3,077 $233 Million
Q3 2024

Nov 13, 2024
BUY
$75.32 - $84.37 $305,949 - $342,710
4,062 New
4,062 $340 Million
Q2 2024

Aug 13, 2024
SELL
$76.09 - $82.16 $364,090 - $393,135
-4,785 Closed
0 $0
Q4 2023

Feb 14, 2024
BUY
$65.84 - $75.47 $1,316 - $1,509
20 Added 0.42%
4,785 $360,000
Q2 2023

Aug 15, 2023
BUY
$70.67 - $73.9 $4,946 - $5,173
70 Added 1.49%
4,765 $345,000
Q4 2022

Feb 14, 2023
BUY
$55.71 - $67.79 $71,587 - $87,110
1,285 Added 37.68%
4,695 $308,000
Q3 2022

Nov 15, 2022
BUY
$55.54 - $66.76 $189,391 - $227,651
3,410 New
3,410 $191,000
Q2 2022

Aug 15, 2022
SELL
$61.48 - $74.59 $171,160 - $207,658
-2,784 Closed
0 $0
Q1 2022

May 10, 2022
BUY
$66.84 - $79.66 $334 - $398
5 Added 0.18%
2,784 $205,000
Q4 2021

Feb 14, 2022
BUY
$76.4 - $81.83 $10,084 - $10,801
132 Added 4.99%
2,779 $219,000
Q3 2021

Nov 15, 2021
BUY
$76.9 - $82.13 $203,554 - $217,398
2,647 New
2,647 $207,000
Q2 2020

Aug 06, 2020
SELL
$50.9 - $64.65 $131,525 - $167,055
-2,584 Closed
0 $0
Q1 2020

May 05, 2020
SELL
$46.5 - $70.38 $31,806 - $48,139
-684 Reduced 20.93%
2,584 $138,000
Q4 2019

Feb 14, 2020
BUY
$63.25 - $69.66 $206,701 - $227,648
3,268 New
3,268 $227,000

Others Institutions Holding EFA

# of Institutions
2,403
Shares Held
607M
Call Options Held
52.4M
Put Options Held
75M
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 Epg Wealth Management LLC Portfolio

Follow Epg Wealth Management 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 Epg Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Epg Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email