Martel Wealth Advisors Inc IEFA Holdings History
Martel Wealth Advisors Inc's iShares Core MSCI EAFE ETF Holding Summary
As of 2025-06-30, Martel Wealth Advisors Inc held 280,052.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $23.38 Mil. This investment constitutes 4.33% of their stock portfolio, and Martel Wealth Advisors Inc now holds 0.02% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.
The initial trade took place in 2019Q4. And since then Martel Wealth Advisors Inc has made 9 purchases of IEFA, at an average price of $63.16, for a total of 297,327.00 shares. In addition, there have been 4 sales at an average price of $76.64 for 17,275.00 shares. Based on historical transaction data and IEFA's current price of $82.56, Martel Wealth Advisors Inc's estimated gain on his IEFA holdings is $5.67 Mil, reflecting a 30.17% gain to date.
Martel Wealth Advisors Inc IEFA ($82.56) Holding Chart
Martel Wealth Advisors 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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