Ratio Wealth Group IEFA Holdings History
Ratio Wealth Group's iShares Core MSCI EAFE ETF Holding Summary
As of 2024-03-31, Ratio Wealth Group held 307,712.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $22.84 Mil. This investment constitutes 4.25% of their stock portfolio, and Ratio Wealth Group now holds -% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.
The initial trade took place in 2020Q4. And since then Ratio Wealth Group has made 10 purchases of IEFA, at an average price of $64.31, for a total of 419,428.00 shares. In addition, there have been 2 sales at an average price of $67.53 for 111,716.00 shares. Based on historical transaction data and IEFA's current price of $83.57, Ratio Wealth Group's estimated gain on his IEFA holdings is $6.29 Mil, reflecting a 23.30% gain to date.
Ratio Wealth Group IEFA ($83.57) Holding Chart
Ratio Wealth Group IEFA ($83.57) 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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