FORM Wealth Advisors, LLC IEFA Holdings History
Number of Shares
1.60 Mil
Current Holdings Value*
$121.04 Mil
% of Portfolio
16.45%
Total Estimate Gain
$13.26 Mil
% of Total Estimate Gain
11.09%
FORM Wealth Advisors, LLC's iShares Core MSCI EAFE ETF Holding Summary
As of 2025-03-31, FORM Wealth Advisors, LLC held 1.60 Mil shares of iShares Core MSCI EAFE ETF(IEFA), totaling $121.04 Mil. This investment constitutes 16.45% of their stock portfolio, and FORM Wealth Advisors, LLC now holds 0.09% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.
The initial trade took place in 2025Q1. Based on historical transaction data and IEFA's current price of $83.07, FORM Wealth Advisors, LLC's estimated gain on his IEFA holdings is $13.26 Mil, reflecting a 11.09% gain to date.
FORM Wealth Advisors, LLC IEFA ($83.07) Holding Chart
FORM Wealth Advisors, LLC IEFA ($83.07) 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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