Omega Financial Group, LLC IEFA Holdings History
Omega Financial Group, LLC's iShares Core MSCI EAFE ETF Holding Summary
As of 2025-03-31, Omega Financial Group, LLC held 121,355.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $9.18 Mil. This investment constitutes 3.52% of their stock portfolio, and Omega Financial Group, LLC now holds 0.01% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.
The initial trade took place in 2018Q4. And since then Omega Financial Group, LLC has made 20 purchases of IEFA, at an average price of $66.03, for a total of 135,451.00 shares. In addition, there have been 5 sales at an average price of $64.77 for 14,096.00 shares. Based on historical transaction data and IEFA's current price of $83.05, Omega Financial Group, LLC's estimated gain on his IEFA holdings is $2.05 Mil, reflecting a 22.90% gain to date.
Omega Financial Group, LLC IEFA ($83.05) Holding Chart
Omega Financial Group, LLC IEFA ($83.05) 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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