Strategies Wealth Advisors, LLC IEFA Holdings History
Strategies Wealth Advisors, LLC's iShares Core MSCI EAFE ETF Holding Summary
As of 2025-03-31, Strategies Wealth Advisors, LLC held 488,846.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $36.98 Mil. This investment constitutes 4.52% of their stock portfolio, and Strategies Wealth Advisors, LLC now holds 0.03% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.
The initial trade took place in 2021Q4. And since then Strategies Wealth Advisors, LLC has made 7 purchases of IEFA, at an average price of $68.52, for a total of 609,039.00 shares. In addition, there have been 5 sales at an average price of $69.62 for 120,193.00 shares. Based on historical transaction data and IEFA's current price of $85.51, Strategies Wealth Advisors, LLC's estimated gain on his IEFA holdings is $8.44 Mil, reflecting a 20.22% gain to date.
Strategies Wealth Advisors, LLC IEFA ($85.51) Holding Chart
Strategies Wealth Advisors, LLC IEFA ($85.51) 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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