Southern Wealth Management, LLP IEFA Holdings History
Southern Wealth Management, LLP's iShares Core MSCI EAFE ETF Holding Summary
As of 2023-03-31, Southern Wealth Management, LLP held 400,314.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $26.76 Mil. This investment constitutes 10.39% of their stock portfolio, and Southern Wealth Management, LLP now holds 0.03% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.
The initial trade took place in 2019Q4. And since then Southern Wealth Management, LLP has made 10 purchases of IEFA, at an average price of $64.16, for a total of 714,475.00 shares. In addition, there have been 3 sales at an average price of $66.03 for 314,161.00 shares. Based on historical transaction data and IEFA's current price of $82.56, Southern Wealth Management, LLP's estimated gain on his IEFA holdings is $7.95 Mil, reflecting a 17.35% gain to date.
Southern Wealth Management, LLP IEFA ($82.56) Holding Chart
Southern Wealth Management, LLP 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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