Daner Wealth Management, LLC IEFA Holdings History
Number of Shares
95,779.00
Current Holdings Value*
$7.12 Mil
% of Portfolio
5.22%
Total Estimate Gain
$847,644.15
% of Total Estimate Gain
12.01%
Daner Wealth Management, LLC's iShares Core MSCI EAFE ETF Holding Summary
As of 2024-12-31, Daner Wealth Management, LLC held 95,779.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $7.12 Mil. This investment constitutes 5.22% of their stock portfolio, and Daner Wealth Management, LLC now holds 0.01% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.
The initial trade took place in 2024Q4. Based on historical transaction data and IEFA's current price of $82.56, Daner Wealth Management, LLC's estimated gain on his IEFA holdings is $847,644.15, reflecting a 12.01% gain to date.
Daner Wealth Management, LLC IEFA ($82.56) Holding Chart
Daner Wealth Management, LLC IEFA ($82.56) 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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