DELTA FINANCIAL ADVISORS LLC EFA Holdings History
DELTA FINANCIAL ADVISORS LLC's iShares MSCI EAFE ETF Holding Summary
As of 2025-03-31, DELTA FINANCIAL ADVISORS LLC held 71,928.00 shares of iShares MSCI EAFE ETF(EFA), totaling $5.88 Mil. This investment constitutes 2.21% of their stock portfolio, and DELTA FINANCIAL ADVISORS LLC now holds 0.01% of the outstanding iShares MSCI EAFE ETF(EFA) stock.
The initial trade took place in 2019Q2. And since then DELTA FINANCIAL ADVISORS LLC has made 4 purchases of EFA, at an average price of $65.17, for a total of 83,915.00 shares. In addition, there have been 6 sales at an average price of $67.37 for 11,987.00 shares. Based on historical transaction data and EFA's current price of $89.32, DELTA FINANCIAL ADVISORS LLC's estimated gain on his EFA holdings is $1.76 Mil, reflecting a 32.25% gain to date.
DELTA FINANCIAL ADVISORS LLC EFA ($89.32) Holding Chart
DELTA FINANCIAL ADVISORS LLC EFA ($89.32) 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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