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 4,062 shares of EFA stock, worth $321,872. This represents 0.09% of its overall portfolio holdings.

Number of Shares
4,062
Previous 0 Infinity%
Holding current value
$321,872
Previous $0 Infinity%
% of portfolio
0.09%
Previous 100.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES TR MSCI EAFE ETF


  • Ticker EFA
  • Sector ETFs
  • Industry ETFs
More about EFA
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