OAK HARBOR WEALTH PARTNERS, LLC IEFA Holdings History
OAK HARBOR WEALTH PARTNERS, LLC's iShares Core MSCI EAFE ETF Holding Summary
As of 2025-03-31, OAK HARBOR WEALTH PARTNERS, LLC held 114,773.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $8.68 Mil. This investment constitutes 2.48% of their stock portfolio, and OAK HARBOR WEALTH PARTNERS, 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 OAK HARBOR WEALTH PARTNERS, LLC has made 10 purchases of IEFA, at an average price of $70.56, for a total of 187,422.00 shares. In addition, there have been 3 sales at an average price of $69.06 for 72,649.00 shares. Based on historical transaction data and IEFA's current price of $84.87, OAK HARBOR WEALTH PARTNERS, LLC's estimated gain on his IEFA holdings is $1.53 Mil, reflecting a 11.60% gain to date.
OAK HARBOR WEALTH PARTNERS, LLC IEFA ($84.87) Holding Chart
OAK HARBOR WEALTH PARTNERS, LLC IEFA ($84.87) 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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