Richard W. Paul & Associates, LLC IEFA Holdings History
Richard W. Paul & Associates, LLC's iShares Core MSCI EAFE ETF Holding Summary
As of 2025-03-31, Richard W. Paul & Associates, LLC held 112,953.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $8.54 Mil. This investment constitutes 3.35% of their stock portfolio, and Richard W. Paul & Associates, LLC now holds 0.01% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.
The initial trade took place in 2022Q4. And since then Richard W. Paul & Associates, LLC has made 8 purchases of IEFA, at an average price of $61.35, for a total of 113,688.00 shares. In addition, there have been 1 sales at an average price of $71.19 for 735.00 shares. Based on historical transaction data and IEFA's current price of $83.07, Richard W. Paul & Associates, LLC's estimated gain on his IEFA holdings is $2.46 Mil, reflecting a 35.28% gain to date.
Richard W. Paul & Associates, LLC IEFA ($83.07) Holding Chart
Richard W. Paul & Associates, LLC IEFA ($83.07) 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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