SkyOak Wealth, LLC IEFA Holdings History
SkyOak Wealth, LLC's iShares Core MSCI EAFE ETF Holding Summary
As of 2025-03-31, SkyOak Wealth, LLC held 169,723.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $12.84 Mil. This investment constitutes 2.81% of their stock portfolio, and SkyOak Wealth, LLC now holds 0.01% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.
The initial trade took place in 2020Q2. And since then SkyOak Wealth, LLC has made 20 purchases of IEFA, at an average price of $65.82, for a total of 169,723.00 shares. Based on historical transaction data and IEFA's current price of $85.51, SkyOak Wealth, LLC's estimated gain on his IEFA holdings is $3.34 Mil, reflecting a 29.92% gain to date.
SkyOak Wealth, LLC IEFA ($85.51) Holding Chart
SkyOak Wealth, LLC IEFA ($85.51) 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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