COREPATH WEALTH PARTNERS LLC EFA Holdings History
COREPATH WEALTH PARTNERS LLC's iShares MSCI EAFE ETF Holding Summary
As of 2025-03-31, COREPATH WEALTH PARTNERS LLC held 111,304.00 shares of iShares MSCI EAFE ETF(EFA), totaling $9.16 Mil. This investment constitutes 8.73% of their stock portfolio, and COREPATH WEALTH PARTNERS LLC now holds 0.02% of the outstanding iShares MSCI EAFE ETF(EFA) stock.
The initial trade took place in 2020Q4. And since then COREPATH WEALTH PARTNERS LLC has made 15 purchases of EFA, at an average price of $69.92, for a total of 230,855.00 shares. In addition, there have been 2 sales at an average price of $76.19 for 119,551.00 shares. Based on historical transaction data and EFA's current price of $88.62, COREPATH WEALTH PARTNERS LLC's estimated gain on his EFA holdings is $2.83 Mil, reflecting a 17.54% gain to date.
COREPATH WEALTH PARTNERS LLC EFA ($88.62) Holding Chart
COREPATH WEALTH PARTNERS LLC EFA ($88.62) 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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