Facet Wealth, Inc. IEFA Holdings History

Number of Shares
1.47 Mil
Current Holdings Value*
$118.07 Mil
% of Portfolio
3.06%
Total Estimate Gain
$21.95 Mil
% of Total Estimate Gain
19.45%

Facet Wealth, Inc.'s iShares Core MSCI EAFE ETF Holding Summary

As of 2025-03-31, Facet Wealth, Inc. held 1.47 Mil shares of iShares Core MSCI EAFE ETF(IEFA), totaling $118.07 Mil. This investment constitutes 3.06% of their stock portfolio, and Facet Wealth, Inc. now holds 0.09% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.

The initial trade took place in 2020Q4. And since then Facet Wealth, Inc. has made 9 purchases of IEFA, at an average price of $68.32, for a total of 1.65 Mil shares. In addition, there have been 8 sales at an average price of $67.48 for 177,733.00 shares. Based on historical transaction data and IEFA's current price of $83.31, Facet Wealth, Inc.'s estimated gain on his IEFA holdings is $21.95 Mil, reflecting a 19.45% gain to date.

Facet Wealth, Inc. IEFA ($83.31) Holding Chart

Facet Wealth, Inc. IEFA ($83.31) 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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