KCS Wealth Advisory IEFA Holdings History
KCS Wealth Advisory's iShares Core MSCI EAFE ETF Holding Summary
As of 2023-09-30, KCS Wealth Advisory held 28,653.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $1.84 Mil. This investment constitutes 0.79% of their stock portfolio, and KCS Wealth Advisory now holds 0% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.
The initial trade took place in 2018Q2. And since then KCS Wealth Advisory has made 14 purchases of IEFA, at an average price of $66.90, for a total of 73,765.00 shares. In addition, there have been 8 sales at an average price of $64.64 for 45,112.00 shares. Based on historical transaction data and IEFA's current price of $83.57, KCS Wealth Advisory's estimated gain on his IEFA holdings is $375,455.03, reflecting a 7.61% gain to date.
KCS Wealth Advisory IEFA ($83.57) Holding Chart
KCS Wealth Advisory IEFA ($83.57) 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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