Adaptive Financial Consulting, LLC IEFA Holdings History
Adaptive Financial Consulting, LLC's iShares Core MSCI EAFE ETF Holding Summary
As of 2025-03-31, Adaptive Financial Consulting, LLC held 147,937.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $11.19 Mil. This investment constitutes 4.79% of their stock portfolio, and Adaptive Financial Consulting, LLC now holds 0.01% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.
The initial trade took place in 2019Q4. And since then Adaptive Financial Consulting, LLC has made 15 purchases of IEFA, at an average price of $63.51, for a total of 175,217.00 shares. In addition, there have been 6 sales at an average price of $69.51 for 27,280.00 shares. Based on historical transaction data and IEFA's current price of $83.57, Adaptive Financial Consulting, LLC's estimated gain on his IEFA holdings is $3.13 Mil, reflecting a 28.13% gain to date.
Adaptive Financial Consulting, LLC IEFA ($83.57) Holding Chart
Adaptive Financial Consulting, LLC IEFA ($83.57) 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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