LWS Wealth Advisors, Inc. IEFA Holdings History
LWS Wealth Advisors, Inc.'s iShares Core MSCI EAFE ETF Holding Summary
As of 2023-12-31, LWS Wealth Advisors, Inc. held 306,878.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $21.59 Mil. This investment constitutes 8.11% of their stock portfolio, and LWS Wealth Advisors, Inc. now holds 0.02% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.
The initial trade took place in 2019Q4. And since then LWS Wealth Advisors, Inc. has made 10 purchases of IEFA, at an average price of $64.67, for a total of 373,075.00 shares. In addition, there have been 6 sales at an average price of $61.60 for 66,197.00 shares. Based on historical transaction data and IEFA's current price of $82.56, LWS Wealth Advisors, Inc.'s estimated gain on his IEFA holdings is $5.29 Mil, reflecting a 21.92% gain to date.
LWS Wealth Advisors, Inc. IEFA ($82.56) Holding Chart
LWS Wealth Advisors, Inc. 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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