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

Modern Wealth Management, LLC

  • $5.05 Trillion
  • Q3 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 487,087 shares of EFA stock, worth $46.4 Million. This represents 0.9% of its overall portfolio holdings.

Number of Shares
487,087
Previous 730,429 33.31%
Holding current value
$46.4 Million
Previous $65.3 Million 69554.13%
% of portfolio
0.9%
Previous 0.13%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
$87.29 - $93.61 $21.2 Million - $22.8 Million
-243,342 Reduced 33.31%
487,087 $45.5 Billion
Q2 2025

Nov 12, 2025
BUY
$72.96 - $90.39 $940,089 - $1.16 Million
12,885 Added 1.8%
730,429 $65.3 Million
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
2,418
Shares Held
608M
Call Options Held
65M
Put Options Held
82.4M
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 Modern Wealth Management, LLC Portfolio

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

News

Stay updated on Modern Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email