Independence Wealth Advisors, Inc. IEFA Holdings History
Independence Wealth Advisors, Inc.'s iShares Core MSCI EAFE ETF Holding Summary
As of 2020-12-31, Independence Wealth Advisors, Inc. held 79,270.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $5.48 Mil. This investment constitutes 12.28% of their stock portfolio, and Independence Wealth Advisors, Inc. now holds 0.01% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.
The initial trade took place in 2018Q2. And since then Independence Wealth Advisors, Inc. has made 6 purchases of IEFA, at an average price of $64.71, for a total of 212,449.00 shares. In addition, there have been 5 sales at an average price of $55.40 for 133,179.00 shares. Based on historical transaction data and IEFA's current price of $82.56, Independence Wealth Advisors, Inc.'s estimated gain on his IEFA holdings is $174,723.27, reflecting a 1.27% gain to date.
Independence Wealth Advisors, Inc. IEFA ($82.56) Holding Chart
Independence Wealth Advisors, Inc. 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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