BIP Wealth, LLC EFA Holdings History
BIP Wealth, LLC's iShares MSCI EAFE ETF Holding Summary
As of 2025-03-31, BIP Wealth, LLC held 651,518.00 shares of iShares MSCI EAFE ETF(EFA), totaling $53.25 Mil. This investment constitutes 3.47% of their stock portfolio, and BIP Wealth, LLC now holds 0.09% of the outstanding iShares MSCI EAFE ETF(EFA) stock.
The initial trade took place in 2023Q1. And since then BIP Wealth, LLC has made 4 purchases of EFA, at an average price of $70.72, for a total of 790,869.00 shares. In addition, there have been 4 sales at an average price of $75.52 for 139,351.00 shares. Based on historical transaction data and EFA's current price of $88.36, BIP Wealth, LLC's estimated gain on his EFA holdings is $12.16 Mil, reflecting a 21.75% gain to date.
BIP Wealth, LLC EFA ($88.36) Holding Chart
BIP Wealth, LLC EFA ($88.36) 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
