Life Planning Partners, Inc IEFA Holdings History
Life Planning Partners, Inc's iShares Core MSCI EAFE ETF Holding Summary
As of 2025-03-31, Life Planning Partners, Inc held 121,729.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $9.21 Mil. This investment constitutes 8.34% of their stock portfolio, and Life Planning Partners, Inc now holds 0.01% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.
The initial trade took place in 2021Q4. And since then Life Planning Partners, Inc has made 5 purchases of IEFA, at an average price of $73.95, for a total of 140,445.00 shares. In addition, there have been 4 sales at an average price of $63.72 for 18,716.00 shares. Based on historical transaction data and IEFA's current price of $82.19, Life Planning Partners, Inc's estimated gain on his IEFA holdings is $811,569.50, reflecting a 7.81% gain to date.
Life Planning Partners, Inc IEFA ($82.19) Holding Chart
Life Planning Partners, Inc IEFA ($82.19) 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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