SlateStone Wealth, LLC IEFA Holdings History
SlateStone Wealth, LLC's iShares Core MSCI EAFE ETF Holding Summary
As of 2025-03-31, SlateStone Wealth, LLC held 101,355.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $7.67 Mil. This investment constitutes 0.77% of their stock portfolio, and SlateStone Wealth, LLC now holds 0.01% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.
The initial trade took place in 2023Q3. And since then SlateStone Wealth, LLC has made 7 purchases of IEFA, at an average price of $72.46, for a total of 101,355.00 shares. Based on historical transaction data and IEFA's current price of $83.31, SlateStone Wealth, LLC's estimated gain on his IEFA holdings is $1.10 Mil, reflecting a 14.97% gain to date.
SlateStone Wealth, LLC IEFA ($83.31) Holding Chart
SlateStone Wealth, LLC IEFA ($83.31) 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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