Confluence Wealth Management LLC EFA Holdings History
Confluence Wealth Management LLC's iShares MSCI EAFE ETF Holding Summary
As of 2020-09-30, Confluence Wealth Management LLC held 186,022.00 shares of iShares MSCI EAFE ETF(EFA), totaling $12.13 Mil. This investment constitutes 5.96% of their stock portfolio, and Confluence Wealth Management LLC now holds 0.03% of the outstanding iShares MSCI EAFE ETF(EFA) stock.
The initial trade took place in 2014Q1. And since then Confluence Wealth Management LLC has made 8 purchases of EFA, at an average price of $63.84, for a total of 336,593.00 shares. In addition, there have been 7 sales at an average price of $64.37 for 150,571.00 shares. Based on historical transaction data and EFA's current price of $88.44, Confluence Wealth Management LLC's estimated gain on his EFA holdings is $4.65 Mil, reflecting a 21.66% gain to date.
Confluence Wealth Management LLC EFA ($88.44) Holding Chart
Confluence Wealth Management LLC EFA ($88.44) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
