Regent Peak Wealth Advisors LLC IEFA Holdings History
Regent Peak Wealth Advisors LLC's iShares Core MSCI EAFE ETF Holding Summary
As of 2025-03-31, Regent Peak Wealth Advisors LLC held 438,408.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $33.17 Mil. This investment constitutes 7.83% of their stock portfolio, and Regent Peak Wealth Advisors LLC now holds 0.03% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.
The initial trade took place in 2019Q4. And since then Regent Peak Wealth Advisors LLC has made 16 purchases of IEFA, at an average price of $70.76, for a total of 998,507.00 shares. In addition, there have been 6 sales at an average price of $69.16 for 560,099.00 shares. Based on historical transaction data and IEFA's current price of $85.51, Regent Peak Wealth Advisors LLC's estimated gain on his IEFA holdings is $5.58 Mil, reflecting a 7.89% gain to date.
Regent Peak Wealth Advisors LLC IEFA ($85.51) Holding Chart
Regent Peak Wealth Advisors LLC IEFA ($85.51) 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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