HERITAGE WEALTH MANAGEMENT, LLC IEFA Holdings History
HERITAGE WEALTH MANAGEMENT, LLC's iShares Core MSCI EAFE ETF Holding Summary
As of 2024-06-30, HERITAGE WEALTH MANAGEMENT, LLC held 52,529.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $3.82 Mil. This investment constitutes 2.12% of their stock portfolio, and HERITAGE WEALTH MANAGEMENT, LLC now holds -% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.
The initial trade took place in 2021Q1. And since then HERITAGE WEALTH MANAGEMENT, LLC has made 7 purchases of IEFA, at an average price of $64.75, for a total of 212,730.00 shares. In addition, there have been 2 sales at an average price of $66.16 for 160,201.00 shares. Based on historical transaction data and IEFA's current price of $84.87, HERITAGE WEALTH MANAGEMENT, LLC's estimated gain on his IEFA holdings is $1.28 Mil, reflecting a 9.31% gain to date.
HERITAGE WEALTH MANAGEMENT, LLC IEFA ($84.87) Holding Chart
HERITAGE WEALTH MANAGEMENT, LLC IEFA ($84.87) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
