MISSION WEALTH MANAGEMENT, LP IEFA Holdings History
MISSION WEALTH MANAGEMENT, LP's iShares Core MSCI EAFE ETF Holding Summary
As of 2025-03-31, MISSION WEALTH MANAGEMENT, LP held 4.20 Mil shares of iShares Core MSCI EAFE ETF(IEFA), totaling $317.48 Mil. This investment constitutes 7.79% of their stock portfolio, and MISSION WEALTH MANAGEMENT, LP now holds 0.25% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.
The initial trade took place in 2018Q2. And since then MISSION WEALTH MANAGEMENT, LP has made 25 purchases of IEFA, at an average price of $67.43, for a total of 4.83 Mil shares. In addition, there have been 3 sales at an average price of $58.90 for 638,177.00 shares. Based on historical transaction data and IEFA's current price of $82.56, MISSION WEALTH MANAGEMENT, LP's estimated gain on his IEFA holdings is $58.06 Mil, reflecting a 17.81% gain to date.
MISSION WEALTH MANAGEMENT, LP IEFA ($82.56) Holding Chart
MISSION WEALTH MANAGEMENT, LP 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
