Independent Solutions Wealth Management, LLC IEFA Holdings History
Independent Solutions Wealth Management, LLC's iShares Core MSCI EAFE ETF Holding Summary
As of 2025-06-30, Independent Solutions Wealth Management, LLC held 125,410.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $10.47 Mil. This investment constitutes 2.04% of their stock portfolio, and Independent Solutions Wealth Management, LLC now holds 0.01% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.
The initial trade took place in 2019Q4. And since then Independent Solutions Wealth Management, LLC has made 10 purchases of IEFA, at an average price of $64.33, for a total of 198,762.00 shares. In addition, there have been 12 sales at an average price of $68.79 for 73,352.00 shares. Based on historical transaction data and IEFA's current price of $84.87, Independent Solutions Wealth Management, LLC's estimated gain on his IEFA holdings is $2.90 Mil, reflecting a 22.71% gain to date.
Independent Solutions Wealth Management, LLC IEFA ($84.87) Holding Chart
Independent Solutions 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 % | |||
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