Aspen Wealth Strategies, LLC IEFA Holdings History
Aspen Wealth Strategies, LLC's iShares Core MSCI EAFE ETF Holding Summary
As of 2025-03-31, Aspen Wealth Strategies, LLC held 99,458.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $7.52 Mil. This investment constitutes 4.93% of their stock portfolio, and Aspen Wealth Strategies, LLC now holds 0.01% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.
The initial trade took place in 2023Q4. And since then Aspen Wealth Strategies, LLC has made 5 purchases of IEFA, at an average price of $67.61, for a total of 100,135.00 shares. In addition, there have been 1 sales at an average price of $73.59 for 677.00 shares. Based on historical transaction data and IEFA's current price of $82.56, Aspen Wealth Strategies, LLC's estimated gain on his IEFA holdings is $1.49 Mil, reflecting a 22.02% gain to date.
Aspen Wealth Strategies, LLC IEFA ($82.56) Holding Chart
Aspen Wealth Strategies, 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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