NORTHCAPE WEALTH MANAGEMENT, LLC IEFA Holdings History
NORTHCAPE WEALTH MANAGEMENT, LLC's iShares Core MSCI EAFE ETF Holding Summary
As of 2025-03-31, NORTHCAPE WEALTH MANAGEMENT, LLC held 154,152.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $11.66 Mil. This investment constitutes 3.76% of their stock portfolio, and NORTHCAPE WEALTH MANAGEMENT, LLC now holds 0.01% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.
The initial trade took place in 2021Q4. And since then NORTHCAPE WEALTH MANAGEMENT, LLC has made 4 purchases of IEFA, at an average price of $73.60, for a total of 206,492.00 shares. In addition, there have been 9 sales at an average price of $60.79 for 52,340.00 shares. Based on historical transaction data and IEFA's current price of $83.57, NORTHCAPE WEALTH MANAGEMENT, LLC's estimated gain on his IEFA holdings is $866,682.16, reflecting a 5.70% gain to date.
NORTHCAPE WEALTH MANAGEMENT, LLC IEFA ($83.57) Holding Chart
NORTHCAPE WEALTH MANAGEMENT, LLC 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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