SOUND MIND INVESTING DYNAMIC ALLOCATION FUND EFA Holdings History
SOUND MIND INVESTING DYNAMIC ALLOCATION FUND's iShares MSCI EAFE ETF Holding Summary
As of 2025-04-30, SOUND MIND INVESTING DYNAMIC ALLOCATION FUND held 133,540.00 shares of iShares MSCI EAFE ETF(EFA), totaling $11.32 Mil. This investment constitutes 19.16% of their stock portfolio, and SOUND MIND INVESTING DYNAMIC ALLOCATION FUND now holds 0.02% of the outstanding iShares MSCI EAFE ETF(EFA) stock.
The initial trade took place in 2021Q1. And since then SOUND MIND INVESTING DYNAMIC ALLOCATION FUND has made 4 purchases of EFA, at an average price of $70.87, for a total of 1.17 Mil shares. In addition, there have been 10 sales at an average price of $72.42 for 1.03 Mil shares. Based on historical transaction data and EFA's current price of $89.81, SOUND MIND INVESTING DYNAMIC ALLOCATION FUND's estimated gain on his EFA holdings is $4.13 Mil, reflecting a 4.99% gain to date.
SOUND MIND INVESTING DYNAMIC ALLOCATION FUND EFA ($89.81) Holding Chart
SOUND MIND INVESTING DYNAMIC ALLOCATION FUND EFA ($89.81) 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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