Upper Left Wealth Management, LLC Ishares Tr Transaction History

Upper Left Wealth Management, LLC

  • $151 Million
  • Q3 2025

A detailed history of Upper Left Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Upper Left Wealth Management, LLC holds 3,274 shares of IEFA stock, worth $290,567. This represents 0.19% of its overall portfolio holdings.

Number of Shares
3,274
Previous 3,404 3.82%
Holding current value
$290,567
Previous $284,000 0.35%
% of portfolio
0.19%
Previous 0.2%

Shares

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

Oct 22, 2025
SELL
$81.7 - $87.53 $10,621 - $11,378
-130 Reduced 3.82%
3,274 $285,000
Q2 2025

Jul 07, 2025
BUY
$67.83 - $84.09 $230,893 - $286,242
3,404 New
3,404 $284,000

Others Institutions Holding IEFA

# of Institutions
2,414
Shares Held
1.6B
Call Options Held
111K
Put Options Held
25.4K
View Full List

About ISHARES TR

IEFA Quotes by TradingView
  • Ticker IEFA
  • Sector ETFs
  • Industry ETFs
More about IEFA
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