Lenox Wealth Advisors, LLC IEFA Holdings History
Lenox Wealth Advisors, LLC's iShares Core MSCI EAFE ETF Holding Summary
As of 2022-03-31, Lenox Wealth Advisors, LLC held 804,026.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $55.28 Mil. This investment constitutes 6.95% of their stock portfolio, and Lenox Wealth Advisors, LLC now holds 0.06% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.
The initial trade took place in 2017Q1. And since then Lenox Wealth Advisors, LLC has made 9 purchases of IEFA, at an average price of $62.84, for a total of 1.68 Mil shares. In addition, there have been 8 sales at an average price of $59.37 for 878,572.00 shares. Based on historical transaction data and IEFA's current price of $83.49, Lenox Wealth Advisors, LLC's estimated gain on his IEFA holdings is $13.55 Mil, reflecting a 12.81% gain to date.
Lenox Wealth Advisors, LLC IEFA ($83.49) Holding Chart
Lenox Wealth Advisors, LLC IEFA ($83.49) 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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