Legacy Wealth Partners, Inc. IEFA Holdings History
Legacy Wealth Partners, Inc.'s iShares Core MSCI EAFE ETF Holding Summary
As of 2021-06-30, Legacy Wealth Partners, Inc. held 81,187.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $6.08 Mil. This investment constitutes 3.38% of their stock portfolio, and Legacy Wealth Partners, Inc. now holds 0.01% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.
The initial trade took place in 2019Q4. And since then Legacy Wealth Partners, Inc. has made 3 purchases of IEFA, at an average price of $63.72, for a total of 205,365.00 shares. In addition, there have been 3 sales at an average price of $66.28 for 124,178.00 shares. Based on historical transaction data and IEFA's current price of $82.56, Legacy Wealth Partners, Inc.'s estimated gain on his IEFA holdings is $1.85 Mil, reflecting a 14.13% gain to date.
Legacy Wealth Partners, Inc. IEFA ($82.56) Holding Chart
Legacy Wealth Partners, 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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