Endowment Wealth Management, Inc. IEFA Holdings History
Endowment Wealth Management, Inc.'s iShares Core MSCI EAFE ETF Holding Summary
As of 2025-03-31, Endowment Wealth Management, Inc. held 55,057.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $4.17 Mil. This investment constitutes 2.68% of their stock portfolio, and Endowment Wealth Management, Inc. now holds 0% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.
The initial trade took place in 2021Q4. And since then Endowment Wealth Management, Inc. has made 8 purchases of IEFA, at an average price of $72.70, for a total of 65,457.00 shares. In addition, there have been 5 sales at an average price of $67.04 for 10,400.00 shares. Based on historical transaction data and IEFA's current price of $83.02, Endowment Wealth Management, Inc.'s estimated gain on his IEFA holdings is $509,289.92, reflecting a 10.70% gain to date.
Endowment Wealth Management, Inc. IEFA ($83.02) Holding Chart
Endowment Wealth Management, Inc. IEFA ($83.02) 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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