Navigation Wealth Management, Inc. IEFA Holdings History
Number of Shares
3,707.00
Current Holdings Value*
$280,730.00
% of Portfolio
0.43%
Total Estimate Gain
$31,620.71
% of Total Estimate Gain
11.41%
Navigation Wealth Management, Inc.'s iShares Core MSCI EAFE ETF Holding Summary
As of 2025-03-31, Navigation Wealth Management, Inc. held 3,707.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $280,730.00. This investment constitutes 0.43% of their stock portfolio, and Navigation Wealth Management, Inc. now holds 0% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.
The initial trade took place in 2025Q1. And since then Navigation Wealth Management, Inc. has made 1 purchases of IEFA, at an average price of $74.78, for a total of 3,707.00 shares. Based on historical transaction data and IEFA's current price of $83.31, Navigation Wealth Management, Inc.'s estimated gain on his IEFA holdings is $31,620.71, reflecting a 11.41% gain to date.
Navigation Wealth Management, Inc. IEFA ($83.31) Holding Chart
Navigation Wealth Management, Inc. IEFA ($83.31) 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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