Brandywine Oak Private Wealth LLC IEFA Holdings History
Brandywine Oak Private Wealth LLC's iShares Core MSCI EAFE ETF Holding Summary
As of 2025-03-31, Brandywine Oak Private Wealth LLC held 344,820.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $26.09 Mil. This investment constitutes 2.56% of their stock portfolio, and Brandywine Oak Private Wealth LLC now holds 0.02% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.
The initial trade took place in 2018Q4. And since then Brandywine Oak Private Wealth LLC has made 15 purchases of IEFA, at an average price of $63.33, for a total of 354,901.00 shares. In addition, there have been 6 sales at an average price of $64.28 for 10,081.00 shares. Based on historical transaction data and IEFA's current price of $83.49, Brandywine Oak Private Wealth LLC's estimated gain on his IEFA holdings is $6.96 Mil, reflecting a 30.97% gain to date.
Brandywine Oak Private Wealth LLC IEFA ($83.49) Holding Chart
Brandywine Oak Private Wealth LLC IEFA ($83.49) 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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