TPB WEALTH ADVISORS IEFA Holdings History
TPB WEALTH ADVISORS's iShares Core MSCI EAFE ETF Holding Summary
As of 2023-03-31, TPB WEALTH ADVISORS held 91,065.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $6.09 Mil. This investment constitutes 3.32% of their stock portfolio, and TPB WEALTH ADVISORS now holds 0.01% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.
The initial trade took place in 2020Q4. And since then TPB WEALTH ADVISORS has made 6 purchases of IEFA, at an average price of $67.14, for a total of 219,433.00 shares. In addition, there have been 3 sales at an average price of $62.22 for 128,368.00 shares. Based on historical transaction data and IEFA's current price of $82.74, TPB WEALTH ADVISORS's estimated gain on his IEFA holdings is $789,560.23, reflecting a 5.36% gain to date.
TPB WEALTH ADVISORS IEFA ($82.74) Holding Chart
TPB WEALTH ADVISORS 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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