OLYMPUS WEALTH MANAGEMENT, LLC IEFA Holdings History
OLYMPUS WEALTH MANAGEMENT, LLC's iShares Core MSCI EAFE ETF Holding Summary
As of 2025-06-30, OLYMPUS WEALTH MANAGEMENT, LLC held 819,171.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $68.38 Mil. This investment constitutes 22.97% of their stock portfolio, and OLYMPUS WEALTH MANAGEMENT, LLC now holds 0.05% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.
The initial trade took place in 2021Q4. And since then OLYMPUS WEALTH MANAGEMENT, LLC has made 3 purchases of IEFA, at an average price of $70.26, for a total of 1.21 Mil shares. In addition, there have been 4 sales at an average price of $69.91 for 391,880.00 shares. Based on historical transaction data and IEFA's current price of $83.49, OLYMPUS WEALTH MANAGEMENT, LLC's estimated gain on his IEFA holdings is $10.70 Mil, reflecting a 12.57% gain to date.
OLYMPUS WEALTH MANAGEMENT, LLC IEFA ($83.49) Holding Chart
OLYMPUS WEALTH MANAGEMENT, LLC IEFA ($83.49) 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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