DEFINED WEALTH MANAGEMENT, LLC IEFA Holdings History
DEFINED WEALTH MANAGEMENT, LLC's iShares Core MSCI EAFE ETF Holding Summary
As of 2025-06-30, DEFINED WEALTH MANAGEMENT, LLC held 115,263.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $9.62 Mil. This investment constitutes 5.95% of their stock portfolio, and DEFINED WEALTH MANAGEMENT, LLC now holds 0.01% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.
The initial trade took place in 2020Q4. And since then DEFINED WEALTH MANAGEMENT, LLC has made 13 purchases of IEFA, at an average price of $67.56, for a total of 199,457.00 shares. In addition, there have been 6 sales at an average price of $67.52 for 84,194.00 shares. Based on historical transaction data and IEFA's current price of $85.51, DEFINED WEALTH MANAGEMENT, LLC's estimated gain on his IEFA holdings is $2.06 Mil, reflecting a 15.32% gain to date.
DEFINED WEALTH MANAGEMENT, LLC IEFA ($85.51) Holding Chart
DEFINED WEALTH MANAGEMENT, LLC IEFA ($85.51) 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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