SWMG, LLC's iShares Core MSCI EAFE ETF Holding Summary
As of 2025-03-31, SWMG, LLC held 80,359.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $6.27 Mil. This investment constitutes 2.49% of their stock portfolio, and SWMG, LLC now holds 0% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.
The initial trade took place in 2021Q1. And since then SWMG, LLC has made 11 purchases of IEFA, at an average price of $67.16, for a total of 91,766.00 shares. In addition, there have been 4 sales at an average price of $71.57 for 11,407.00 shares. Based on historical transaction data and IEFA's current price of $82.60, SWMG, LLC's estimated gain on his IEFA holdings is $1.29 Mil, reflecting a 20.95% gain to date.
SWMG, LLC IEFA ($82.60) Holding Chart
SWMG, LLC IEFA ($82.60) 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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