SWP FINANCIAL LLC IEFA Holdings History
SWP FINANCIAL LLC's iShares Core MSCI EAFE ETF Holding Summary
As of 2025-03-31, SWP FINANCIAL LLC held 31,849.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $2.41 Mil. This investment constitutes 1.47% of their stock portfolio, and SWP FINANCIAL LLC now holds 0% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.
The initial trade took place in 2023Q4. And since then SWP FINANCIAL LLC has made 2 purchases of IEFA, at an average price of $68.12, for a total of 142,788.00 shares. In addition, there have been 3 sales at an average price of $73.71 for 110,939.00 shares. Based on historical transaction data and IEFA's current price of $81.01, SWP FINANCIAL LLC's estimated gain on his IEFA holdings is $1.03 Mil, reflecting a 10.59% gain to date.
SWP FINANCIAL LLC IEFA ($81.01) Holding Chart
SWP FINANCIAL LLC IEFA ($81.01) 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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