Fortress Wealth Group, LLC Ishares Tr Msci Eafe ETF Transaction History

Fortress Wealth Group, LLC

$203 Million
Q4 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 12, 2023	BUY	$66.22 - $72.19 $149,524 - $163,005	2,258 Added 21.14%	12,938 $925,000
Q4 2022 Feb 07, 2023	BUY	$55.71 - $67.79 $127,575 - $155,239	2,290 Added 27.29%	10,680 $701,000
Q3 2022 Nov 14, 2022	BUY	$55.54 - $66.76 $465,980 - $560,116	8,390 New	8,390 $470,000
Q2 2022 Aug 15, 2022	SELL	$61.48 - $74.59 $210,753 - $255,694	-3,428 Closed	0 $0
Q1 2022 May 16, 2022	SELL	$66.84 - $79.66 $401 - $477	-6 Reduced 0.17%	3,428 $252,000
Q4 2021 Feb 11, 2022	BUY	$76.4 - $81.83 $23,760 - $25,449	311 Added 9.96%	3,434 $267,000
Q3 2021 Nov 04, 2021	BUY	$76.9 - $82.13 $1,614 - $1,724	21 Added 0.68%	3,123 $244,000
Q2 2021 Aug 13, 2021	BUY	$76.86 - $81.95 $238,419 - $254,208	3,102 New	3,102 $245,000

Others Institutions Holding EFA

# of Institutions

2,196

Shares Held

599M

Call Options Held

70.4M

Put Options Held

91.9M

About ISHARES TR MSCI EAFE ETF

Ticker EFA
Sector ETFs
Industry ETFs

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