7 members of Congress have disclosed 15 trades in iShares Core MSCI EAFE ETF (IEFA) since 2015: 8 purchases worth about $3.02M and 7 sales worth about $630.50K. The most active was Robert J. Wittman, with 1 trade. The latest trade was made on Sep 27, 2022.
IEFA’s price and SPY’s, both as the change since the start of the range. A green triangle marks a day members bought IEFA, a red one a day they sold; hover for who and how much.
| # | Member | Trades | Buys | Sells | Bought (est.) | Sold (est.) | Net | Buys vs SPY | First Traded | Last Traded |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Robert J. WittmanR-VA | 1 | 0 | 1 | $0.00 | $8.00K | -$8.00K | – | Sep 27, 2022 | Sep 27, 2022 |
| 2 | David P. JoyceR-OH | 2 | 1 | 1 | $32.50K | $32.50K | $0.00 | -109.1% | Mar 4, 2019 | Jun 26, 2020 |
| 3 | Michael T. McCaulR-TX | 8 | 6 | 2 | $2.98M | $150.00K | +$2.83M | -97.1% | Mar 30, 2020 | Dec 10, 2020 |
| 4 | Joe CourtneyD-CT | 1 | 1 | 0 | $8.00K | $0.00 | +$8.00K | -61.4% | Oct 9, 2020 | Oct 9, 2020 |
| 5 | Francis RooneyR-FL | 1 | 0 | 1 | $0.00 | $375.00K | -$375.00K | – | Mar 12, 2020 | Mar 12, 2020 |
| 6 | Joseph P. Kennedy IIID-MA | 1 | 0 | 1 | $0.00 | $32.50K | -$32.50K | – | Dec 31, 2018 | Dec 31, 2018 |
| 7 | Tom PriceR-GA | 1 | 0 | 1 | $0.00 | $32.50K | -$32.50K | – | Dec 14, 2015 | Dec 14, 2015 |
| Owner | Type | Filing | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Robert J. WittmanR-VA | IEFAIshares Core MSCI EAFE ETFETF | Self | Sell (Partial) | $1K–$15K | Sep 27, 2022 | Oct 5, 2022 | 8d | +84.7% | -22.3% | |
| David P. JoyceR-OH | IEFAiShares Core MSCI EAFE ETFETF | Self | Sell | $15K–$50K | Jun 26, 2020 | Jul 27, 2021 | 396d late | +70.0% | -80.7% | |
| Michael T. McCaulR-TX | IEFAiShares Core MSCI EAFE ETFETF | Spouse | Sell | $50K–$100K | Dec 10, 2020 | Jan 25, 2021 | 46d late | +41.6% | -63.5% | |
| Michael T. McCaulR-TX | IEFAIShares Core MSCI EAFE ETFETF | Dependent Child | Sell | $50K–$100K | Dec 10, 2020 | Jan 25, 2021 | 46d late | +41.6% | -63.5% | |
| Joe CourtneyD-CT | IEFAIShAres Core MSCI EAFE ETFETF | Spouse | Buy | $1K–$15K | Oct 9, 2020 | Nov 6, 2020 | 28d | +55.4% | -61.4% | |
| David P. JoyceR-OH | IEFAiShares Core MSCI EAFE ETFETF | Self | Buy | $15K–$50K | Mar 4, 2019 | Jul 30, 2020 | 514d late | +60.1% | -109.1% | |
| Michael T. McCaulR-TX | IEFAIShares Core MSCI EAFE ETFETF | Spouse | Buy | $100K–$250K | Mar 31, 2020 | May 6, 2020 | 36d | +93.7% | -98.1% | |
| Michael T. McCaulR-TX | IEFAIShares Core MSCI EAFE ETFETF | Dependent Child | Buy | $500K–$1M | Mar 30, 2020 | May 6, 2020 | 37d | +92.3% | -95.1% | |
| Michael T. McCaulR-TX | IEFAIShares Core MSCI EAFE ETFETF | Dependent Child | Buy | $500K–$1M | Mar 31, 2020 | May 6, 2020 | 36d | +93.7% | -98.1% | |
| Michael T. McCaulR-TX | IEFAIShares Core MSCI EAFE ETFETF | Dependent Child | Buy | $100K–$250K | Mar 31, 2020 | May 6, 2020 | 36d | +93.7% | -98.1% | |
| Michael T. McCaulR-TX | IEFAIShares Core MSCI EAFE ETFETF | Spouse | Buy | $500K–$1M | Mar 30, 2020 | May 6, 2020 | 37d | +92.3% | -95.1% | |
| Michael T. McCaulR-TX | IEFAIShares Core MSCI EAFE ETFETF | Spouse | Buy | $250K–$500K | Mar 31, 2020 | May 6, 2020 | 36d | +93.7% | -98.1% | |
| Francis RooneyR-FL | IEFABrown Advisory - IShares Core MSCI EAFE ETFETF | Self | Sell | $250K–$500K | Mar 12, 2020 | Mar 25, 2020 | 13d | +106.8% | -96.4% | |
| Joseph P. Kennedy IIID-MA | IEFAIShares Core MSCI EAFE ETFETF | Joint | Sell | $15K–$50K | Dec 31, 2018 | Jan 3, 2019 | 3d | +75.7% | -125.2% | |
| Tom PriceR-GA | IEFAIShares Trust Core MSCI EAFE ETFETF | Self | Sell | $15K–$50K | Dec 14, 2015 | Jan 19, 2016 | 36d | +79.4% | -191.3% |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
7 members of Congress have disclosed 15 trades in iShares Core MSCI EAFE ETF (IEFA) since 2015: 8 purchases worth about $3.02M and 7 sales worth about $630.50K. The most active was Robert J. Wittman, with 1 trade. The latest trade was made on Sep 27, 2022. Most active: Robert J. Wittman (1), David P. Joyce (2), Michael T. McCaul (8), Joe Courtney (1), Francis Rooney (1).
Since 2015 they have disclosed 8 purchases and 7 sales; by the midpoints of the disclosed ranges, about $3.02M bought and $630.50K sold, a net purchase of $2.39M.
Members of Congress report each trade over $1,000 within 45 days under the STOCK Act, with the amount as a range. The chart marks the days members traded IEFA on its price, against the S&P 500 over the same days.
Members of Congress disclose trades as dollar ranges, up to 45 days after the trade and sometimes later. Volumes use the midpoints of those ranges and are estimates; portfolio figures are a model built from the disclosed trades, not the members’ actual accounts. Not investment advice.