Marietta Wealth Management, LLC IEFA Holdings History
Marietta Wealth Management, LLC's iShares Core MSCI EAFE ETF Holding Summary
As of 2025-06-30, Marietta Wealth Management, LLC held 208,321.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $17.39 Mil. This investment constitutes 2.27% of their stock portfolio, and Marietta Wealth Management, LLC now holds 0.01% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.
The initial trade took place in 2018Q2. And since then Marietta Wealth Management, LLC has made 23 purchases of IEFA, at an average price of $66.76, for a total of 255,011.00 shares. In addition, there have been 6 sales at an average price of $58.05 for 46,690.00 shares. Based on historical transaction data and IEFA's current price of $85.47, Marietta Wealth Management, LLC's estimated gain on his IEFA holdings is $3.49 Mil, reflecting a 20.50% gain to date.
Marietta Wealth Management, LLC IEFA ($85.47) Holding Chart
Marietta Wealth Management, LLC IEFA ($85.47) 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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