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

Modern Wealth Management, LLC

  • $3.78 Billion
  • Q2 2025

A detailed history of Modern Wealth Management, LLC transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Modern Wealth Management, LLC holds 717,544 shares of EFA stock, worth $67.7 Million. This represents 1.7% of its overall portfolio holdings.

Number of Shares
717,544
Previous 31,589 2171.5%
Holding current value
$67.7 Million
Previous $2.58 Million 2385.12%
% of portfolio
1.7%
Previous 0.08%

Shares

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

Aug 14, 2025
BUY
$72.96 - $90.39 $50 Million - $62 Million
685,955 Added 2171.5%
717,544 $64.1 Million
Q1 2025

May 15, 2025
BUY
$74.85 - $84.89 $1.73 Million - $1.96 Million
23,095 Added 271.9%
31,589 $2.58 Billion
Q4 2024

May 30, 2025
SELL
$75.1 - $82.99 $1.75 Million - $1.93 Million
-23,250 Reduced 73.6%
8,339 $630,000
Q4 2024

May 29, 2025
SELL
$75.1 - $82.99 $1.75 Million - $1.93 Million
-23,250 Reduced 73.6%
8,339 $630,000
Q4 2024

Feb 11, 2025
SELL
$75.1 - $82.99 $63.3 Million - $70 Million
-843,434 Reduced 99.0%
8,494 $681 Million
Q3 2024

May 30, 2025
BUY
$75.32 - $84.37 $61.7 Million - $69.1 Million
818,645 Added 2591.55%
850,234 $71.1 Million
Q3 2024

May 29, 2025
BUY
$75.32 - $84.37 $61.7 Million - $69.1 Million
818,645 Added 2591.55%
850,234 $71.1 Million
Q3 2024

Nov 05, 2024
BUY
$75.32 - $84.37 $63.5 Million - $71.1 Million
842,990 Added 9431.53%
851,928 $71.2 Billion
Q2 2024

May 29, 2025
SELL
$76.09 - $82.16 $1.79 Million - $1.93 Million
-23,516 Reduced 74.44%
8,073 $632,000
Q2 2024

Aug 07, 2024
BUY
$76.09 - $82.16 $15,294 - $16,514
201 Added 2.3%
8,938 $700 Million
Q1 2024

May 28, 2025
SELL
$73.11 - $80.04 $2.1 Million - $2.3 Million
-28,754 Reduced 91.03%
2,835 $226 Million
Q1 2024

May 13, 2024
SELL
$73.11 - $80.04 $836,232 - $915,497
-11,438 Reduced 56.69%
8,737 $702 Million
Q4 2023

May 28, 2025
SELL
$65.84 - $75.47 $229,649 - $263,239
-3,488 Reduced 11.04%
28,101 $2.12 Billion
Q4 2023

Feb 14, 2024
BUY
$65.84 - $75.47 $1.33 Million - $1.52 Million
20,175 New
20,175 $1.52 Billion

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
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