Fairhaven Wealth Management, LLC IEFA Holdings History
Fairhaven Wealth Management, LLC's iShares Core MSCI EAFE ETF Holding Summary
As of 2024-12-31, Fairhaven Wealth Management, LLC held 417,732.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $29.36 Mil. This investment constitutes 9.18% of their stock portfolio, and Fairhaven Wealth Management, LLC now holds 0.02% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.
The initial trade took place in 2018Q4. And since then Fairhaven Wealth Management, LLC has made 22 purchases of IEFA, at an average price of $63.65, for a total of 418,952.00 shares. In addition, there have been 1 sales at an average price of $58.80 for 1,220.00 shares. Based on historical transaction data and IEFA's current price of $82.56, Fairhaven Wealth Management, LLC's estimated gain on his IEFA holdings is $7.89 Mil, reflecting a 29.59% gain to date.
Fairhaven Wealth Management, LLC IEFA ($82.56) Holding Chart
Fairhaven Wealth Management, LLC IEFA ($82.56) 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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