Birchcreek Wealth Management, LLC IEFA Holdings History
Birchcreek Wealth Management, LLC's iShares Core MSCI EAFE ETF Holding Summary
As of 2025-03-31, Birchcreek Wealth Management, LLC held 108,547.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $8.21 Mil. This investment constitutes 5.18% of their stock portfolio, and Birchcreek Wealth Management, LLC now holds 0.01% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.
The initial trade took place in 2020Q4. And since then Birchcreek Wealth Management, LLC has made 15 purchases of IEFA, at an average price of $66.92, for a total of 108,813.00 shares. In addition, there have been 1 sales at an average price of $71.47 for 266.00 shares. Based on historical transaction data and IEFA's current price of $85.51, Birchcreek Wealth Management, LLC's estimated gain on his IEFA holdings is $2.02 Mil, reflecting a 27.73% gain to date.
Birchcreek Wealth Management, LLC IEFA ($85.51) Holding Chart
Birchcreek Wealth Management, LLC IEFA ($85.51) 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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