MOTIVE WEALTH ADVISORS IEFA Holdings History
MOTIVE WEALTH ADVISORS's iShares Core MSCI EAFE ETF Holding Summary
As of 2025-06-30, MOTIVE WEALTH ADVISORS held 150,324.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $12.55 Mil. This investment constitutes 5.71% of their stock portfolio, and MOTIVE WEALTH ADVISORS now holds 0.01% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.
The initial trade took place in 2021Q2. And since then MOTIVE WEALTH ADVISORS has made 8 purchases of IEFA, at an average price of $68.02, for a total of 227,047.00 shares. In addition, there have been 7 sales at an average price of $66.64 for 76,723.00 shares. Based on historical transaction data and IEFA's current price of $83.43, MOTIVE WEALTH ADVISORS's estimated gain on his IEFA holdings is $2.21 Mil, reflecting a 14.30% gain to date.
MOTIVE WEALTH ADVISORS IEFA ($83.43) Holding Chart
MOTIVE WEALTH ADVISORS IEFA ($83.43) 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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