Montis Financial, LLC Ishares Tr Msci Eafe ETF Transaction History

Montis Financial, LLC

$430 Million
Q3 2025

A detailed history of Montis Financial, LLC transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Montis Financial, LLC holds 33,651 shares of EFA stock, worth $3.21 Million. This represents 0.73% of its overall portfolio holdings.

Number of Shares

33,651

Previous 29,201 15.24%

Holding current value

$3.21 Million

Previous $2.61 Million 20.34%

% of portfolio

0.73%

Previous 0.73%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 28, 2025	BUY	$87.29 - $93.61 $388,440 - $416,564	4,450 Added 15.24%	33,651 $3.14 Million
Q2 2025 Jul 17, 2025	SELL	$72.96 - $90.39 $40,930 - $50,708	-561 Reduced 1.88%	29,201 $2.61 Million
Q1 2025 May 02, 2025	SELL	$74.85 - $84.89 $138,996 - $157,640	-1,857 Reduced 5.87%	29,762 $2.43 Million
Q4 2024 Feb 10, 2025	BUY	$75.1 - $82.99 $1.11 Million - $1.22 Million	14,729 Added 87.21%	31,619 $2.39 Million
Q3 2024 Oct 10, 2024	BUY	$75.32 - $84.37 $454,179 - $508,751	6,030 Added 55.52%	16,890 $1.41 Million

Q1 2023 May 11, 2023	SELL	$66.22 - $72.19 $23,110 - $25,194	-349 Reduced 3.11%	10,860 $776,000
Q3 2022 Oct 25, 2022	BUY	$55.54 - $66.76 $19,383 - $23,299	349 Added 3.21%	11,209 $628,000
Q4 2021 Jan 24, 2022	SELL	$76.4 - $81.83 $99,320 - $106,379	-1,300 Reduced 10.69%	10,860 $854,000
Q4 2020 Feb 10, 2021	BUY	$61.39 - $73.52 $746,502 - $894,003	12,160 New	12,160 $893,000

Others Institutions Holding EFA

# of Institutions

2,425

Shares Held

610M

Call Options Held

65M

Put Options Held

82.4M

View Full List

About ISHARES TR MSCI EAFE ETF

Ticker EFA
Sector ETFs
Industry ETFs

More about EFA

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Montis Financial, LLC Ishares Tr Msci Eafe ETF Transaction History