Beacon Harbor Wealth Advisors, Inc. IEFA Holdings History
Beacon Harbor Wealth Advisors, Inc.'s iShares Core MSCI EAFE ETF Holding Summary
As of 2025-03-31, Beacon Harbor Wealth Advisors, Inc. held 262,949.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $19.89 Mil. This investment constitutes 4.62% of their stock portfolio, and Beacon Harbor Wealth Advisors, Inc. now holds 0.02% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.
The initial trade took place in 2019Q3. And since then Beacon Harbor Wealth Advisors, Inc. has made 15 purchases of IEFA, at an average price of $67.91, for a total of 457,184.00 shares. In addition, there have been 5 sales at an average price of $64.04 for 194,235.00 shares. Based on historical transaction data and IEFA's current price of $82.56, Beacon Harbor Wealth Advisors, Inc.'s estimated gain on his IEFA holdings is $3.10 Mil, reflecting a 9.98% gain to date.
Beacon Harbor Wealth Advisors, Inc. IEFA ($82.56) Holding Chart
Beacon Harbor Wealth Advisors, Inc. 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
