Broadview Financial Management, LLC IEFA Holdings History
Broadview Financial Management, LLC's iShares Core MSCI EAFE ETF Holding Summary
As of 2025-03-31, Broadview Financial Management, LLC held 269,010.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $20.35 Mil. This investment constitutes 15.18% of their stock portfolio, and Broadview Financial Management, LLC now holds 0.02% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.
The initial trade took place in 2018Q2. And since then Broadview Financial Management, LLC has made 14 purchases of IEFA, at an average price of $65.18, for a total of 422,807.00 shares. In addition, there have been 14 sales at an average price of $61.06 for 153,797.00 shares. Based on historical transaction data and IEFA's current price of $84.87, Broadview Financial Management, LLC's estimated gain on his IEFA holdings is $4.66 Mil, reflecting a 16.92% gain to date.
Broadview Financial Management, LLC IEFA ($84.87) Holding Chart
Broadview Financial Management, LLC IEFA ($84.87) 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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