BerganKDV Wealth Management, LLC IEFA Holdings History
BerganKDV Wealth Management, LLC's iShares Core MSCI EAFE ETF Holding Summary
As of 2023-06-30, BerganKDV Wealth Management, LLC held 481,958.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $32.53 Mil. This investment constitutes 3.25% of their stock portfolio, and BerganKDV Wealth Management, LLC now holds 0.03% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.
The initial trade took place in 2018Q2. And since then BerganKDV Wealth Management, LLC has made 20 purchases of IEFA, at an average price of $63.56, for a total of 482,343.00 shares. In addition, there have been 1 sales at an average price of $60.25 for 385.00 shares. Based on historical transaction data and IEFA's current price of $85.04, BerganKDV Wealth Management, LLC's estimated gain on his IEFA holdings is $10.35 Mil, reflecting a 33.77% gain to date.
BerganKDV Wealth Management, LLC IEFA ($85.04) Holding Chart
BerganKDV Wealth Management, LLC IEFA ($85.04) 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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