Baystate Wealth Management LLC IEFA Holdings History
Baystate Wealth Management LLC's iShares Core MSCI EAFE ETF Holding Summary
As of 2023-12-31, Baystate Wealth Management LLC held 748,212.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $52.64 Mil. This investment constitutes 3.86% of their stock portfolio, and Baystate Wealth Management LLC now holds 0.05% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.
The initial trade took place in 2017Q1. And since then Baystate Wealth Management LLC has made 11 purchases of IEFA, at an average price of $59.41, for a total of 869,356.00 shares. In addition, there have been 15 sales at an average price of $63.29 for 121,144.00 shares. Based on historical transaction data and IEFA's current price of $83.31, Baystate Wealth Management LLC's estimated gain on his IEFA holdings is $18.35 Mil, reflecting a 35.52% gain to date.
Baystate Wealth Management LLC IEFA ($83.31) Holding Chart
Baystate Wealth Management LLC IEFA ($83.31) 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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