CLIFTONLARSONALLEN WEALTH ADVISORS, LLC IEFA Holdings History
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC's iShares Core MSCI EAFE ETF Holding Summary
As of 2025-03-31, CLIFTONLARSONALLEN WEALTH ADVISORS, LLC held 1.44 Mil shares of iShares Core MSCI EAFE ETF(IEFA), totaling $108.75 Mil. This investment constitutes 2.03% of their stock portfolio, and CLIFTONLARSONALLEN WEALTH ADVISORS, LLC now holds 0.09% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.
The initial trade took place in 2017Q1. And since then CLIFTONLARSONALLEN WEALTH ADVISORS, LLC has made 17 purchases of IEFA, at an average price of $62.18, for a total of 2.68 Mil shares. In addition, there have been 11 sales at an average price of $71.03 for 1.24 Mil shares. Based on historical transaction data and IEFA's current price of $83.79, CLIFTONLARSONALLEN WEALTH ADVISORS, LLC's estimated gain on his IEFA holdings is $42.06 Mil, reflecting a 25.23% gain to date.
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC IEFA ($83.79) Holding Chart
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC IEFA ($83.79) 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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