REDW Wealth LLC IEFA Holdings History

Number of Shares
56,440.00
Current Holdings Value*
$4.27 Mil
% of Portfolio
1.59%
Total Estimate Gain
$531,868.82
% of Total Estimate Gain
12.13%

REDW Wealth LLC's iShares Core MSCI EAFE ETF Holding Summary

As of 2025-03-31, REDW Wealth LLC held 56,440.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $4.27 Mil. This investment constitutes 1.59% of their stock portfolio, and REDW Wealth LLC now holds 0% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.

The initial trade took place in 2023Q3. And since then REDW Wealth LLC has made 3 purchases of IEFA, at an average price of $73.45, for a total of 59,689.00 shares. In addition, there have been 1 sales at an average price of $65.91 for 3,249.00 shares. Based on historical transaction data and IEFA's current price of $83.31, REDW Wealth LLC's estimated gain on his IEFA holdings is $531,868.82, reflecting a 12.13% gain to date.

REDW Wealth LLC IEFA ($83.31) Holding Chart

REDW Wealth LLC IEFA ($83.31) 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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