ENCOMPASS WEALTH ADVISORS, LLC IEFA Holdings History
ENCOMPASS WEALTH ADVISORS, LLC's iShares Core MSCI EAFE ETF Holding Summary
As of 2025-06-30, ENCOMPASS WEALTH ADVISORS, LLC held 257,837.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $21.52 Mil. This investment constitutes 7.89% of their stock portfolio, and ENCOMPASS WEALTH ADVISORS, LLC now holds 0.02% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.
The initial trade took place in 2020Q4. And since then ENCOMPASS WEALTH ADVISORS, LLC has made 14 purchases of IEFA, at an average price of $68.58, for a total of 331,909.00 shares. In addition, there have been 4 sales at an average price of $63.79 for 74,072.00 shares. Based on historical transaction data and IEFA's current price of $82.56, ENCOMPASS WEALTH ADVISORS, LLC's estimated gain on his IEFA holdings is $3.25 Mil, reflecting a 14.28% gain to date.
ENCOMPASS WEALTH ADVISORS, LLC IEFA ($82.56) Holding Chart
ENCOMPASS WEALTH ADVISORS, 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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