Integer Wealth Advisors Group LLC IEFA Holdings History
Number of Shares
89,015.00
Current Holdings Value*
$6.61 Mil
% of Portfolio
3.64%
Total Estimate Gain
$1.23 Mil
% of Total Estimate Gain
20.04%
Integer Wealth Advisors Group LLC's iShares Core MSCI EAFE ETF Holding Summary
As of 2021-03-31, Integer Wealth Advisors Group LLC held 89,015.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $6.61 Mil. This investment constitutes 3.64% of their stock portfolio, and Integer Wealth Advisors Group LLC now holds 0.01% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.
The initial trade took place in 2020Q4. And since then Integer Wealth Advisors Group LLC has made 2 purchases of IEFA, at an average price of $68.78, for a total of 89,015.00 shares. Based on historical transaction data and IEFA's current price of $82.56, Integer Wealth Advisors Group LLC's estimated gain on his IEFA holdings is $1.23 Mil, reflecting a 20.04% gain to date.
Integer Wealth Advisors Group LLC IEFA ($82.56) Holding Chart
Integer Wealth Advisors Group 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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