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

Orgel Wealth Management, LLC

$3.62 Billion
Q1 2025

A detailed history of Orgel Wealth Management, LLC transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Orgel Wealth Management, LLC holds 34,403 shares of EFA stock, worth $2.77 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

34,403

Previous 32,473 5.94%

Holding current value

$2.77 Million

Previous $2.46 Million 15.52%

% of portfolio

0.08%

Previous 0.07%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 15, 2025	BUY	$74.85 - $84.89 $144,460 - $163,837	1,930 Added 5.94%	34,403 $2.84 Million
Q2 2024 Jul 22, 2024	BUY	$76.09 - $82.16 $2.47 Million - $2.67 Million	32,473 New	32,473 $2.54 Million
Q1 2020 Apr 28, 2020	SELL	$46.5 - $70.38 $308,853 - $467,463	-6,642 Closed	0 $0
Q4 2019 Jan 27, 2020	SELL	$63.25 - $69.66 $3,036 - $3,343	-48 Reduced 0.72%	6,642 $461,000
Q3 2019 Oct 15, 2019	BUY	$61.3 - $66.68 $7,539 - $8,201	123 Added 1.87%	6,690 $436,000
Q1 2019 Apr 29, 2019	SELL	$58.13 - $65.61 $179,331 - $202,406	-3,085 Reduced 31.96%	6,567 $426,000
Q4 2018 Jan 14, 2019	BUY	$56.89 - $68.07 $356,017 - $425,982	6,258 Added 184.38%	9,652 $567,000
Q3 2018 Oct 11, 2018	SELL	$65.43 - $68.98 $9,094 - $9,588	-139 Reduced 3.93%	3,394 $231,000
Q2 2018 Jul 16, 2018	BUY	$66.35 - $71.9 $9,222 - $9,994	139 Added 4.1%	3,533 $237,000
Q1 2018 Apr 25, 2018	SELL	$67.94 - $75.25 $19,362 - $21,446	-285 Reduced 7.75%	3,394 $236,000
Q4 2017 Feb 09, 2018	BUY	$68.42 - $70.8 $19,499 - $20,178	285 Added 8.4%	3,679 $259,000
Q3 2017 Nov 13, 2017	SELL	$66.39 - $68.48 $17,925 - $18,489	-270 Reduced 7.37%	3,394 $232,000
Q2 2017 Aug 10, 2017	BUY	N/A	3,664	3,664 $239,000

Others Institutions Holding EFA

# of Institutions

2,220

Shares Held

590M

Call Options Held

70.5M

Put Options Held

87M

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About ISHARES TR MSCI EAFE ETF

Ticker EFA
Sector ETFs
Industry ETFs

More about EFA

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