Number of Shares
438,408.00
Current Holdings Value*
$33.17 Mil
% of Portfolio
7.83%
Total Estimate Gain
$4.69 Mil
% of Total Estimate Gain
6.64%

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 $83.49, Regent Peak Wealth Advisors LLC's estimated gain on his IEFA holdings is $4.69 Mil, reflecting a 6.64% gain to date.

Regent Peak Wealth Advisors LLC IEFA ($83.49) Holding Chart

Regent Peak Wealth Advisors LLC IEFA ($83.49) 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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