Montis Financial, LLC Ishares Tr Msci Eafe ETF Transaction History

Montis Financial, LLC

  • $280 Million
  • Q3 2024

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 16,890 shares of EFA stock, worth $1.36 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares
16,890
Previous 10,860 55.52%
Holding current value
$1.36 Million
Previous $850,000 66.12%
% of portfolio
0.5%
Previous 0.39%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,103
Shares Held
569M
Call Options Held
67.1M
Put Options Held
106M
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 Montis Financial, LLC Portfolio

Follow Montis Financial, 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 Montis Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Montis Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email