Planned Solutions, Inc. IEFA Holdings History
Planned Solutions, Inc.'s iShares Core MSCI EAFE ETF Holding Summary
As of 2025-03-31, Planned Solutions, Inc. held 90,202.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $6.82 Mil. This investment constitutes 2.76% of their stock portfolio, and Planned Solutions, Inc. now holds 0.01% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.
The initial trade took place in 2020Q3. And since then Planned Solutions, Inc. has made 14 purchases of IEFA, at an average price of $63.38, for a total of 93,943.00 shares. In addition, there have been 3 sales at an average price of $68.30 for 3,741.00 shares. Based on historical transaction data and IEFA's current price of $84.87, Planned Solutions, Inc.'s estimated gain on his IEFA holdings is $1.96 Mil, reflecting a 32.86% gain to date.
Planned Solutions, Inc. IEFA ($84.87) Holding Chart
Planned Solutions, Inc. 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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