SAGESPRING WEALTH PARTNERS, LLC IEFA Holdings History
Number of Shares
1.41 Mil
Current Holdings Value*
$106.81 Mil
% of Portfolio
2.7%
Total Estimate Gain
$16.12 Mil
% of Total Estimate Gain
12.48%
SAGESPRING WEALTH PARTNERS, LLC's iShares Core MSCI EAFE ETF Holding Summary
As of 2025-03-31, SAGESPRING WEALTH PARTNERS, LLC held 1.41 Mil shares of iShares Core MSCI EAFE ETF(IEFA), totaling $106.81 Mil. This investment constitutes 2.7% of their stock portfolio, and SAGESPRING WEALTH PARTNERS, LLC now holds 0.08% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $74.78 for 340,402.00 shares. Based on historical transaction data and IEFA's current price of $84.87, SAGESPRING WEALTH PARTNERS, LLC's estimated gain on his IEFA holdings is $16.12 Mil, reflecting a 12.48% gain to date.
SAGESPRING WEALTH PARTNERS, LLC IEFA ($84.87) Holding Chart
SAGESPRING WEALTH PARTNERS, LLC IEFA ($84.87) 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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