Forefront Wealth Partners, LLC IEFA Holdings History
Number of Shares
39,638.00
Current Holdings Value*
$3.00 Mil
% of Portfolio
2.04%
Total Estimate Gain
$467,339.99
% of Total Estimate Gain
15.99%
Forefront Wealth Partners, LLC's iShares Core MSCI EAFE ETF Holding Summary
As of 2025-03-31, Forefront Wealth Partners, LLC held 39,638.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $3.00 Mil. This investment constitutes 2.04% of their stock portfolio, and Forefront Wealth Partners, LLC now holds 0% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.
The initial trade took place in 2024Q4. And since then Forefront Wealth Partners, LLC has made 1 purchases of IEFA, at an average price of $73.72, for a total of 39,638.00 shares. Based on historical transaction data and IEFA's current price of $85.51, Forefront Wealth Partners, LLC's estimated gain on his IEFA holdings is $467,339.99, reflecting a 15.99% gain to date.
Forefront Wealth Partners, LLC IEFA ($85.51) Holding Chart
Forefront Wealth Partners, LLC IEFA ($85.51) 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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