Sharp Financial Services, LLC IEFA Holdings History
Sharp Financial Services, LLC's iShares Core MSCI EAFE ETF Holding Summary
As of 2025-03-31, Sharp Financial Services, LLC held 14,773.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $1.12 Mil. This investment constitutes 0.86% of their stock portfolio, and Sharp Financial Services, LLC now holds 0% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.
The initial trade took place in 2023Q4. And since then Sharp Financial Services, LLC has made 2 purchases of IEFA, at an average price of $73.27, for a total of 71,431.00 shares. In addition, there have been 2 sales at an average price of $74.76 for 56,658.00 shares. Based on historical transaction data and IEFA's current price of $82.56, Sharp Financial Services, LLC's estimated gain on his IEFA holdings is $221,233.13, reflecting a 4.23% gain to date.
Sharp Financial Services, LLC IEFA ($82.56) Holding Chart
Sharp Financial Services, 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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