Evernest Financial Advisors, LLC IEFA Holdings History
Evernest Financial Advisors, LLC's iShares Core MSCI EAFE ETF Holding Summary
As of 2025-03-31, Evernest Financial Advisors, LLC held 110,215.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $8.34 Mil. This investment constitutes 2.99% of their stock portfolio, and Evernest Financial Advisors, LLC now holds 0.01% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.
The initial trade took place in 2021Q4. And since then Evernest Financial Advisors, LLC has made 3 purchases of IEFA, at an average price of $74.89, for a total of 179,931.00 shares. In addition, there have been 3 sales at an average price of $73.70 for 69,716.00 shares. Based on historical transaction data and IEFA's current price of $84.29, Evernest Financial Advisors, LLC's estimated gain on his IEFA holdings is $953,532.20, reflecting a 7.08% gain to date.
Evernest Financial Advisors, LLC IEFA ($84.29) Holding Chart
Evernest Financial Advisors, LLC IEFA ($84.29) 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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