Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$-754,548.10
% of Total Estimate Gain
-6.62%
TCWP LLC's iShares Core MSCI EAFE ETF Holding Summary
As of 2024-09-30, TCWP LLC held - shares of iShares Core MSCI EAFE ETF(IEFA), totaling N/A. This investment constitutes 0% of their stock portfolio, and TCWP LLC now holds 0% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.
The initial trade took place in 2021Q4. And since then TCWP LLC has made 1 purchases of IEFA, at an average price of $72.56, for a total of 157,208.00 shares. In addition, there have been 8 sales at an average price of $67.76 for 157,208.00 shares. Based on historical transaction data and IEFA's current price of $82.74, TCWP LLC's estimated gain on his IEFA holdings is $-754,548.10, reflecting a -6.62% gain to date.
TCWP LLC IEFA ($82.74) Holding Chart
TCWP LLC IEFA ($82.74) 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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