49 WEALTH MANAGEMENT, LLC IEFA Holdings History
49 WEALTH MANAGEMENT, LLC's iShares Core MSCI EAFE ETF Holding Summary
As of 2025-03-31, 49 WEALTH MANAGEMENT, LLC held 1.02 Mil shares of iShares Core MSCI EAFE ETF(IEFA), totaling $76.97 Mil. This investment constitutes 9.36% of their stock portfolio, and 49 WEALTH MANAGEMENT, LLC now holds 0.06% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.
The initial trade took place in 2023Q4. And since then 49 WEALTH MANAGEMENT, LLC has made 4 purchases of IEFA, at an average price of $74.67, for a total of 1.02 Mil shares. In addition, there have been 1 sales at an average price of $71.19 for 3,151.00 shares. Based on historical transaction data and IEFA's current price of $83.49, 49 WEALTH MANAGEMENT, LLC's estimated gain on his IEFA holdings is $8.96 Mil, reflecting a 11.76% gain to date.
49 WEALTH MANAGEMENT, LLC IEFA ($83.49) Holding Chart
49 WEALTH MANAGEMENT, LLC IEFA ($83.49) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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