Apollon Wealth Management, LLC IEFA Holdings History
Apollon Wealth Management, LLC's iShares Core MSCI EAFE ETF Holding Summary
As of 2025-03-31, Apollon Wealth Management, LLC held 246,351.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $18.64 Mil. This investment constitutes 0.41% of their stock portfolio, and Apollon Wealth Management, LLC now holds 0.01% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.
The initial trade took place in 2020Q1. And since then Apollon Wealth Management, LLC has made 17 purchases of IEFA, at an average price of $69.20, for a total of 710,875.00 shares. In addition, there have been 4 sales at an average price of $73.01 for 464,524.00 shares. Based on historical transaction data and IEFA's current price of $82.56, Apollon Wealth Management, LLC's estimated gain on his IEFA holdings is $5.06 Mil, reflecting a 10.28% gain to date.
Apollon Wealth Management, LLC IEFA ($82.56) Holding Chart
Apollon 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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