AAF Wealth Management, LLC IEFA Holdings History
AAF Wealth Management, LLC's iShares Core MSCI EAFE ETF Holding Summary
As of 2025-03-31, AAF Wealth Management, LLC held 58,058.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $4.39 Mil. This investment constitutes 2.37% of their stock portfolio, and AAF Wealth Management, LLC now holds 0% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.
The initial trade took place in 2020Q4. And since then AAF Wealth Management, LLC has made 5 purchases of IEFA, at an average price of $62.02, for a total of 93,825.00 shares. In addition, there have been 12 sales at an average price of $70.61 for 35,767.00 shares. Based on historical transaction data and IEFA's current price of $82.56, AAF Wealth Management, LLC's estimated gain on his IEFA holdings is $1.50 Mil, reflecting a 25.78% gain to date.
AAF Wealth Management, LLC IEFA ($82.56) Holding Chart
AAF Wealth Management, LLC IEFA ($82.56) 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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