SAGE PRIVATE WEALTH GROUP, LLC IEFA Holdings History
SAGE PRIVATE WEALTH GROUP, LLC's iShares Core MSCI EAFE ETF Holding Summary
As of 2025-03-31, SAGE PRIVATE WEALTH GROUP, LLC held 4,070.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $307,900.00. This investment constitutes 0.23% of their stock portfolio, and SAGE PRIVATE WEALTH GROUP, LLC now holds 0% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.
The initial trade took place in 2020Q4. And since then SAGE PRIVATE WEALTH GROUP, LLC has made 1 purchases of IEFA, at an average price of $73.73, for a total of 4,522.00 shares. In addition, there have been 1 sales at an average price of $58.85 for 452.00 shares. Based on historical transaction data and IEFA's current price of $82.56, SAGE PRIVATE WEALTH GROUP, LLC's estimated gain on his IEFA holdings is $29,214.76, reflecting a 8.76% gain to date.
SAGE PRIVATE WEALTH GROUP, LLC IEFA ($82.56) Holding Chart
SAGE PRIVATE WEALTH GROUP, LLC IEFA ($82.56) 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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