Smith & Howard Wealth Management, LLC IEFA Holdings History
Smith & Howard Wealth Management, LLC's iShares Core MSCI EAFE ETF Holding Summary
As of 2025-03-31, Smith & Howard Wealth Management, LLC held 390,264.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $29.52 Mil. This investment constitutes 8.05% of their stock portfolio, and Smith & Howard Wealth Management, LLC now holds 0.02% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.
The initial trade took place in 2018Q2. And since then Smith & Howard Wealth Management, LLC has made 16 purchases of IEFA, at an average price of $61.41, for a total of 484,020.00 shares. In addition, there have been 12 sales at an average price of $65.56 for 93,756.00 shares. Based on historical transaction data and IEFA's current price of $83.05, Smith & Howard Wealth Management, LLC's estimated gain on his IEFA holdings is $8.83 Mil, reflecting a 29.72% gain to date.
Smith & Howard Wealth Management, LLC IEFA ($83.05) Holding Chart
Smith & Howard Wealth Management, LLC IEFA ($83.05) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
