BDO Wealth Advisors, LLC IEFA Holdings History
BDO Wealth Advisors, LLC's iShares Core MSCI EAFE ETF Holding Summary
As of 2023-06-30, BDO Wealth Advisors, LLC held 858,103.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $57.92 Mil. This investment constitutes 6.64% of their stock portfolio, and BDO Wealth Advisors, LLC now holds 0.06% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.
The initial trade took place in 2018Q2. And since then BDO Wealth Advisors, LLC has made 15 purchases of IEFA, at an average price of $64.43, for a total of 1.18 Mil shares. In addition, there have been 7 sales at an average price of $59.36 for 319,095.00 shares. Based on historical transaction data and IEFA's current price of $85.51, BDO Wealth Advisors, LLC's estimated gain on his IEFA holdings is $16.47 Mil, reflecting a 21.72% gain to date.
BDO Wealth Advisors, LLC IEFA ($85.51) Holding Chart
BDO Wealth Advisors, LLC IEFA ($85.51) 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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