Invera Wealth Advisors, LLC IEFA Holdings History
Invera Wealth Advisors, LLC's iShares Core MSCI EAFE ETF Holding Summary
As of 2025-03-31, Invera Wealth Advisors, LLC held 59,407.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $4.50 Mil. This investment constitutes 5.29% of their stock portfolio, and Invera Wealth Advisors, LLC now holds 0% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.
The initial trade took place in 2023Q4. And since then Invera Wealth Advisors, LLC has made 2 purchases of IEFA, at an average price of $66.74, for a total of 64,117.00 shares. In addition, there have been 3 sales at an average price of $74.66 for 4,710.00 shares. Based on historical transaction data and IEFA's current price of $84.87, Invera Wealth Advisors, LLC's estimated gain on his IEFA holdings is $1.11 Mil, reflecting a 26.05% gain to date.
Invera Wealth Advisors, LLC IEFA ($84.87) Holding Chart
Invera Wealth Advisors, 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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