Spectrum Wealth Counsel, LLC IEFA Holdings History
Spectrum Wealth Counsel, LLC's iShares Core MSCI EAFE ETF Holding Summary
As of 2025-03-31, Spectrum Wealth Counsel, LLC held 179,371.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $13.57 Mil. This investment constitutes 1.63% of their stock portfolio, and Spectrum Wealth Counsel, LLC now holds 0.01% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.
The initial trade took place in 2023Q4. And since then Spectrum Wealth Counsel, LLC has made 3 purchases of IEFA, at an average price of $73.02, for a total of 228,171.00 shares. In addition, there have been 2 sales at an average price of $73.98 for 48,800.00 shares. Based on historical transaction data and IEFA's current price of $82.56, Spectrum Wealth Counsel, LLC's estimated gain on his IEFA holdings is $1.76 Mil, reflecting a 10.55% gain to date.
Spectrum Wealth Counsel, LLC IEFA ($82.56) Holding Chart
Spectrum Wealth Counsel, LLC 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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