EverSource Wealth Advisors, LLC EFA Holdings History
EverSource Wealth Advisors, LLC's iShares MSCI EAFE ETF Holding Summary
As of 2025-03-31, EverSource Wealth Advisors, LLC held 128,286.00 shares of iShares MSCI EAFE ETF(EFA), totaling $10.48 Mil. This investment constitutes 0.58% of their stock portfolio, and EverSource Wealth Advisors, LLC now holds 0.02% of the outstanding iShares MSCI EAFE ETF(EFA) stock.
The initial trade took place in 2021Q4. And since then EverSource Wealth Advisors, LLC has made 6 purchases of EFA, at an average price of $76.20, for a total of 244,060.00 shares. In addition, there have been 7 sales at an average price of $77.81 for 115,774.00 shares. Based on historical transaction data and EFA's current price of $88.61, EverSource Wealth Advisors, LLC's estimated gain on his EFA holdings is $1.78 Mil, reflecting a 9.57% gain to date.
EverSource Wealth Advisors, LLC EFA ($88.61) Holding Chart
EverSource Wealth Advisors, LLC EFA ($88.61) 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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