Source Financial Advisors LLC IEFA Holdings History
Source Financial Advisors LLC's iShares Core MSCI EAFE ETF Holding Summary
As of 2024-09-30, Source Financial Advisors LLC held 20,533.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $1.60 Mil. This investment constitutes 0.47% of their stock portfolio, and Source Financial Advisors LLC now holds 0% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.
The initial trade took place in 2020Q4. And since then Source Financial Advisors LLC has made 4 purchases of IEFA, at an average price of $64.58, for a total of 164,871.00 shares. In addition, there have been 11 sales at an average price of $65.77 for 144,338.00 shares. Based on historical transaction data and IEFA's current price of $82.34, Source Financial Advisors LLC's estimated gain on his IEFA holdings is $536,779.44, reflecting a 5.04% gain to date.
Source Financial Advisors LLC IEFA ($82.34) Holding Chart
Source Financial Advisors LLC IEFA ($82.34) 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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