Pacific Capital Wealth Advisors, Inc. IEFA Holdings History
Pacific Capital Wealth Advisors, Inc.'s iShares Core MSCI EAFE ETF Holding Summary
As of 2025-06-30, Pacific Capital Wealth Advisors, Inc. held 479,014.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $39.58 Mil. This investment constitutes 7.26% of their stock portfolio, and Pacific Capital Wealth Advisors, Inc. now holds 0.03% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.
The initial trade took place in 2019Q4. And since then Pacific Capital Wealth Advisors, Inc. has made 14 purchases of IEFA, at an average price of $67.99, for a total of 663,562.00 shares. In addition, there have been 7 sales at an average price of $75.82 for 184,548.00 shares. Based on historical transaction data and IEFA's current price of $85.43, Pacific Capital Wealth Advisors, Inc.'s estimated gain on his IEFA holdings is $9.80 Mil, reflecting a 21.72% gain to date.
Pacific Capital Wealth Advisors, Inc. IEFA ($85.43) Holding Chart
Pacific Capital Wealth Advisors, Inc. IEFA ($85.43) 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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