Morgan Rosel Wealth Management, LLC Ishares Tr Msci Eafe ETF Transaction History

Morgan Rosel Wealth Management, LLC

  • $292 Million
  • Q4 2024

A detailed history of Morgan Rosel Wealth Management, LLC transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Morgan Rosel Wealth Management, LLC holds 3,529 shares of EFA stock, worth $299,576. This represents 0.09% of its overall portfolio holdings.

Number of Shares
3,529
Previous 3,529 -0.0%
Holding current value
$299,576
Previous $295,000 9.83%
% of portfolio
0.09%
Previous 0.1%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 19, 2024
SELL
$65.84 - $75.47 $7,703 - $8,829
-117 Reduced 3.21%
3,529 $265,000
Q3 2023

Oct 27, 2023
BUY
$68.56 - $74.46 $959 - $1,042
14 Added 0.39%
3,646 $251,000
Q2 2023

Aug 04, 2023
SELL
$70.67 - $73.9 $1,696 - $1,773
-24 Reduced 0.66%
3,632 $263,000
Q1 2023

Apr 12, 2023
SELL
$66.22 - $72.19 $76,682 - $83,596
-1,158 Reduced 24.05%
3,656 $261,000
Q3 2022

Oct 14, 2022
BUY
$55.54 - $66.76 $1,055 - $1,268
19 Added 0.4%
4,814 $270,000
Q1 2022

Apr 22, 2022
SELL
$66.84 - $79.66 $1,737 - $2,071
-26 Reduced 0.54%
4,795 $353,000
Q4 2021

Jan 24, 2022
SELL
$76.4 - $81.83 $229 - $245
-3 Reduced 0.06%
4,821 $379,000
Q2 2021

Jul 28, 2021
SELL
$76.86 - $81.95 $384 - $409
-5 Reduced 0.1%
4,824 $381,000
Q1 2021

Apr 30, 2021
SELL
$72.39 - $76.92 $22,730 - $24,152
-314 Reduced 6.11%
4,829 $366,000
Q2 2020

Jul 13, 2020
BUY
$50.9 - $64.65 $40,261 - $51,138
791 Added 18.18%
5,143 $313,000
Q1 2020

Apr 17, 2020
BUY
$46.5 - $70.38 $15,205 - $23,014
327 Added 8.12%
4,352 $233,000
Q4 2018

Feb 14, 2019
BUY
$56.89 - $68.07 $228,982 - $273,981
4,025 New
4,025 $237,000

Others Institutions Holding EFA

# of Institutions
2,217
Shares Held
588M
Call Options Held
70.5M
Put Options Held
87M
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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