NEW ENGLAND GUILD WEALTH ADVISORS, INC. IEFA Holdings History
NEW ENGLAND GUILD WEALTH ADVISORS, INC.'s iShares Core MSCI EAFE ETF Holding Summary
As of 2022-12-31, NEW ENGLAND GUILD WEALTH ADVISORS, INC. held 118,594.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $7.31 Mil. This investment constitutes 3.85% of their stock portfolio, and NEW ENGLAND GUILD WEALTH ADVISORS, INC. now holds 0.01% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.
The initial trade took place in 2018Q2. And since then NEW ENGLAND GUILD WEALTH ADVISORS, INC. has made 12 purchases of IEFA, at an average price of $61.28, for a total of 218,381.00 shares. In addition, there have been 6 sales at an average price of $59.57 for 99,787.00 shares. Based on historical transaction data and IEFA's current price of $83.57, NEW ENGLAND GUILD WEALTH ADVISORS, INC.'s estimated gain on his IEFA holdings is $2.47 Mil, reflecting a 18.48% gain to date.
NEW ENGLAND GUILD WEALTH ADVISORS, INC. IEFA ($83.57) Holding Chart
NEW ENGLAND GUILD WEALTH ADVISORS, INC. IEFA ($83.57) 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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