Confluence Wealth Services, Inc. EFA Holdings History
Confluence Wealth Services, Inc.'s iShares MSCI EAFE ETF Holding Summary
As of 2025-03-31, Confluence Wealth Services, Inc. held 553,163.00 shares of iShares MSCI EAFE ETF(EFA), totaling $45.72 Mil. This investment constitutes 2.88% of their stock portfolio, and Confluence Wealth Services, Inc. now holds 0.08% of the outstanding iShares MSCI EAFE ETF(EFA) stock.
The initial trade took place in 2021Q4. And since then Confluence Wealth Services, Inc. has made 11 purchases of EFA, at an average price of $72.70, for a total of 554,575.00 shares. In addition, there have been 1 sales at an average price of $74.79 for 1,412.00 shares. Based on historical transaction data and EFA's current price of $89.52, Confluence Wealth Services, Inc.'s estimated gain on his EFA holdings is $9.31 Mil, reflecting a 23.08% gain to date.
Confluence Wealth Services, Inc. EFA ($89.52) Holding Chart
Confluence Wealth Services, Inc. EFA ($89.52) 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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