Core Wealth Advisors, Inc. IEFA Holdings History
Core Wealth Advisors, Inc.'s iShares Core MSCI EAFE ETF Holding Summary
As of 2025-03-31, Core Wealth Advisors, Inc. held 205,879.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $15.57 Mil. This investment constitutes 4.95% of their stock portfolio, and Core Wealth Advisors, Inc. now holds 0.01% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.
The initial trade took place in 2021Q3. And since then Core Wealth Advisors, Inc. has made 10 purchases of IEFA, at an average price of $72.01, for a total of 307,302.00 shares. In addition, there have been 5 sales at an average price of $65.84 for 101,423.00 shares. Based on historical transaction data and IEFA's current price of $83.04, Core Wealth Advisors, Inc.'s estimated gain on his IEFA holdings is $1.64 Mil, reflecting a 7.42% gain to date.
Core Wealth Advisors, Inc. IEFA ($83.04) Holding Chart
Core Wealth Advisors, Inc. IEFA ($83.04) 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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