Quotient Wealth Partners, LLC IEFA Holdings History
Quotient Wealth Partners, LLC's iShares Core MSCI EAFE ETF Holding Summary
As of 2025-03-31, Quotient Wealth Partners, LLC held 2.07 Mil shares of iShares Core MSCI EAFE ETF(IEFA), totaling $156.45 Mil. This investment constitutes 5% of their stock portfolio, and Quotient Wealth Partners, LLC now holds 0.12% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.
The initial trade took place in 2023Q4. And since then Quotient Wealth Partners, LLC has made 3 purchases of IEFA, at an average price of $66.65, for a total of 2.91 Mil shares. In addition, there have been 2 sales at an average price of $73.70 for 843,078.00 shares. Based on historical transaction data and IEFA's current price of $82.56, Quotient Wealth Partners, LLC's estimated gain on his IEFA holdings is $38.85 Mil, reflecting a 20.03% gain to date.
Quotient Wealth Partners, LLC IEFA ($82.56) Holding Chart
Quotient Wealth Partners, LLC IEFA ($82.56) 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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