LongView Wealth Management IEFA Holdings History
LongView Wealth Management's iShares Core MSCI EAFE ETF Holding Summary
As of 2025-06-30, LongView Wealth Management held 21,382.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $1.78 Mil. This investment constitutes 0.54% of their stock portfolio, and LongView Wealth Management now holds 0% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.
The initial trade took place in 2023Q4. And since then LongView Wealth Management has made 5 purchases of IEFA, at an average price of $70.72, for a total of 91,666.00 shares. In addition, there have been 1 sales at an average price of $79.31 for 70,284.00 shares. Based on historical transaction data and IEFA's current price of $84.87, LongView Wealth Management's estimated gain on his IEFA holdings is $906,669.13, reflecting a 13.99% gain to date.
LongView Wealth Management IEFA ($84.87) Holding Chart
LongView Wealth Management IEFA ($84.87) 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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