AVANTAX ADVISORY SERVICES, INC. IEFA Holdings History
AVANTAX ADVISORY SERVICES, INC.'s iShares Core MSCI EAFE ETF Holding Summary
As of 2025-03-31, AVANTAX ADVISORY SERVICES, INC. held 6.59 Mil shares of iShares Core MSCI EAFE ETF(IEFA), totaling $498.61 Mil. This investment constitutes 3.03% of their stock portfolio, and AVANTAX ADVISORY SERVICES, INC. now holds 0.39% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.
The initial trade took place in 2018Q4. And since then AVANTAX ADVISORY SERVICES, INC. has made 24 purchases of IEFA, at an average price of $68.58, for a total of 6.95 Mil shares. In addition, there have been 1 sales at an average price of $64.27 for 355,567.00 shares. Based on historical transaction data and IEFA's current price of $83.86, AVANTAX ADVISORY SERVICES, INC.'s estimated gain on his IEFA holdings is $99.17 Mil, reflecting a 20.82% gain to date.
AVANTAX ADVISORY SERVICES, INC. IEFA ($83.86) Holding Chart
AVANTAX ADVISORY SERVICES, INC. IEFA ($83.86) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
