Dean, Jacobson Financial Services, LLC IEFA Holdings History
Dean, Jacobson Financial Services, LLC's iShares Core MSCI EAFE ETF Holding Summary
As of 2025-03-31, Dean, Jacobson Financial Services, LLC held 331,057.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $25.04 Mil. This investment constitutes 19.26% of their stock portfolio, and Dean, Jacobson Financial Services, LLC now holds 0.02% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.
The initial trade took place in 2021Q4. And since then Dean, Jacobson Financial Services, LLC has made 5 purchases of IEFA, at an average price of $69.66, for a total of 641,256.00 shares. In addition, there have been 5 sales at an average price of $70.56 for 310,199.00 shares. Based on historical transaction data and IEFA's current price of $83.49, Dean, Jacobson Financial Services, LLC's estimated gain on his IEFA holdings is $4.86 Mil, reflecting a 10.88% gain to date.
Dean, Jacobson Financial Services, LLC IEFA ($83.49) Holding Chart
Dean, Jacobson Financial Services, LLC IEFA ($83.49) 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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