Long Run Wealth Advisors, LLC IEFA Holdings History
Long Run Wealth Advisors, LLC's iShares Core MSCI EAFE ETF Holding Summary
As of 2025-03-31, Long Run Wealth Advisors, LLC held 331,324.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $25.06 Mil. This investment constitutes 5.68% of their stock portfolio, and Long Run Wealth Advisors, LLC now holds 0.02% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.
The initial trade took place in 2021Q4. And since then Long Run Wealth Advisors, LLC has made 13 purchases of IEFA, at an average price of $70.02, for a total of 350,442.00 shares. In addition, there have been 1 sales at an average price of $74.78 for 19,118.00 shares. Based on historical transaction data and IEFA's current price of $85.51, Long Run Wealth Advisors, LLC's estimated gain on his IEFA holdings is $5.22 Mil, reflecting a 21.29% gain to date.
Long Run Wealth Advisors, LLC IEFA ($85.51) Holding Chart
Long Run Wealth Advisors, LLC IEFA ($85.51) 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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