CAPITAL PERFORMANCE ADVISORS LLP IEFA Holdings History
EARNED WEALTH ADVISORS, LLC's iShares Core MSCI EAFE ETF Holding Summary
As of 2025-03-31, EARNED WEALTH ADVISORS, LLC held 88,361.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $6.68 Mil. This investment constitutes 1.47% of their stock portfolio, and EARNED WEALTH ADVISORS, LLC now holds 0.01% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.
The initial trade took place in 2024Q3. And since then EARNED WEALTH ADVISORS, LLC has made 2 purchases of IEFA, at an average price of $74.78, for a total of 88,421.00 shares. In addition, there have been 1 sales at an average price of $73.71 for 60.00 shares. Based on historical transaction data and IEFA's current price of $83.48, EARNED WEALTH ADVISORS, LLC's estimated gain on his IEFA holdings is $768,671.70, reflecting a 11.63% gain to date.
EARNED WEALTH ADVISORS, LLC IEFA ($83.48) Holding Chart
EARNED WEALTH ADVISORS, LLC IEFA ($83.48) 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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