Symphony Financial, Ltd. Co. IEFA Holdings History
Symphony Financial, Ltd. Co.'s iShares Core MSCI EAFE ETF Holding Summary
As of 2025-03-31, Symphony Financial, Ltd. Co. held 159,337.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $11.86 Mil. This investment constitutes 7.02% of their stock portfolio, and Symphony Financial, Ltd. Co. now holds 0.01% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.
The initial trade took place in 2020Q4. And since then Symphony Financial, Ltd. Co. has made 11 purchases of IEFA, at an average price of $69.54, for a total of 629,614.00 shares. In addition, there have been 7 sales at an average price of $64.53 for 470,277.00 shares. Based on historical transaction data and IEFA's current price of $83.57, Symphony Financial, Ltd. Co.'s estimated gain on his IEFA holdings is $-125,630.95, reflecting a -0.29% gain to date.
Symphony Financial, Ltd. Co. IEFA ($83.57) Holding Chart
Symphony Financial, Ltd. Co. IEFA ($83.57) 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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