Bennett Associates Wealth Management IEFA Holdings History
Bennett Associates Wealth Management's iShares Core MSCI EAFE ETF Holding Summary
As of 2025-03-31, Bennett Associates Wealth Management held 187,115.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $14.16 Mil. This investment constitutes 11.67% of their stock portfolio, and Bennett Associates Wealth Management now holds 0.01% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.
The initial trade took place in 2023Q4. And since then Bennett Associates Wealth Management has made 5 purchases of IEFA, at an average price of $66.72, for a total of 187,115.00 shares. Based on historical transaction data and IEFA's current price of $82.56, Bennett Associates Wealth Management's estimated gain on his IEFA holdings is $2.96 Mil, reflecting a 23.75% gain to date.
Bennett Associates Wealth Management IEFA ($82.56) Holding Chart
Bennett Associates Wealth Management 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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