Joel Adams & Associates, Inc. IEFA Holdings History
Joel Adams & Associates, Inc.'s iShares Core MSCI EAFE ETF Holding Summary
As of 2025-03-31, Joel Adams & Associates, Inc. held 60,273.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $4.56 Mil. This investment constitutes 4.1% of their stock portfolio, and Joel Adams & Associates, Inc. now holds 0% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.
The initial trade took place in 2024Q4. And since then Joel Adams & Associates, Inc. has made 1 purchases of IEFA, at an average price of $73.72, for a total of 60,273.00 shares. Based on historical transaction data and IEFA's current price of $85.51, Joel Adams & Associates, Inc.'s estimated gain on his IEFA holdings is $710,811.59, reflecting a 16.00% gain to date.
Joel Adams & Associates, Inc. IEFA ($85.51) Holding Chart
Joel Adams & Associates, Inc. IEFA ($85.51) 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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