MORRIS FINANCIAL CONCEPTS, INC. IEFA Holdings History
MORRIS FINANCIAL CONCEPTS, INC.'s iShares Core MSCI EAFE ETF Holding Summary
As of 2025-03-31, MORRIS FINANCIAL CONCEPTS, INC. held 191,389.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $14.48 Mil. This investment constitutes 6.08% of their stock portfolio, and MORRIS FINANCIAL CONCEPTS, INC. now holds 0.01% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.
The initial trade took place in 2022Q2. And since then MORRIS FINANCIAL CONCEPTS, INC. has made 12 purchases of IEFA, at an average price of $62.71, for a total of 191,389.00 shares. Based on historical transaction data and IEFA's current price of $82.56, MORRIS FINANCIAL CONCEPTS, INC.'s estimated gain on his IEFA holdings is $3.80 Mil, reflecting a 31.66% gain to date.
MORRIS FINANCIAL CONCEPTS, INC. IEFA ($82.56) Holding Chart
MORRIS FINANCIAL CONCEPTS, INC. 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 % | |||
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