Omnia Family Wealth, LLC IEFA Holdings History
Omnia Family Wealth, LLC's iShares Core MSCI EAFE ETF Holding Summary
As of 2025-03-31, Omnia Family Wealth, LLC held 152,058.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $11.50 Mil. This investment constitutes 4.81% of their stock portfolio, and Omnia Family Wealth, LLC now holds 0.01% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.
The initial trade took place in 2018Q2. And since then Omnia Family Wealth, LLC has made 6 purchases of IEFA, at an average price of $62.65, for a total of 624,490.00 shares. In addition, there have been 13 sales at an average price of $59.92 for 472,432.00 shares. Based on historical transaction data and IEFA's current price of $83.49, Omnia Family Wealth, LLC's estimated gain on his IEFA holdings is $1.88 Mil, reflecting a 4.81% gain to date.
Omnia Family Wealth, LLC IEFA ($83.49) Holding Chart
Omnia Family Wealth, 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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